529 Dash, Required Reading for Your 529 Education: 
The 529 Dash e‑newsletter helps institutions, financial professionals, employers, and families navigate education financial planning by sharing timely industry news, product insights, market data, and best practices while promoting awareness of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com

Here is what you need to know from stories, research, and data released this week:

• Stripe, “Commonwealth Savers boosts education savings gifting by 65% with Stripe.” Editor’s Take: The article includes a number of new market data points on the importance of gifting and making the contribution process easier for families. Read, learn and grow, and congrats to Commonwealth Savers on the product partnership announcement, enhancement and success!
• Bloomberg Television (YouTube), “Trump Accounts vs. 529 Plans: Which One Is Best?” Editor’s Take: Tricia Scarlata, Head of 529 Education Savings, J.P. Morgan Asset Management, presents her perspective on how families should compare and contrast the use of 529 plans and Trump Accounts (530A). Thank you Tricia for also addressing the misconceptions of 529s, and looking forward to seeing you present at 529 Conference 2026 in Nashville. Watch, learn and grow, and see you Live in Nashville!
• 529 Insiders, “2Q 2026 529 & ABLE market sizing highlights.” Editor’s Take: Over 18 million 529 accounts and over a quarter of a million ABLE accounts were open and funded as of June 30, 2026. Learn more about the current 529 and ABLE market sizing, market data trends and more by clicking the article, reading, and sharing today.

• Dates: September 23–25, 2026
• Location: JW Marriott Nashville
• Register: Here
• Hotel Room Block: Book Here. If you experience difficulty booking within the room block because certain nights are sold out online, please contact Lucille Velander (Lucille.Velander@issmarketintelligence.com) who can work with the hotel to assist with your reservation.
• Event Website: Link
• Agenda: Link
• Event Updates: 
  • Laura Montoya, State Treasurer, New Mexico State Treasurers Office, has been confirmed as a panelist of the “State’s Perspectives on Industry Trends and Building Momentum” 529 Conference session.
  • Thank you Ascensus and New York Life for your support of the event as a Welcome Gift sponsors.

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