529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, market data and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Baird Private Wealth Management, “Preparing for the Return of Student Loan Payments.” Editor’s Take: Thank you Jeannette Haen of Robert W. Baird for sharing your perspective on student loans restarting intertest accrual on September 1st and repayments restarting on October 1st after a pause for over three years. The article includes tips for students, parents and advisors, and click the link to learn more.
• Delaware.com, “College savings on the rise in Delaware.” Editor’s Take: 41% more new accounts were opened with DE529 in the first half of 2023 than in the first half of 2022. Congrats to Fidelity Investments and the State of Delaware, and click the link to learn more about their new incentive programs, community events and more.
• Oregon College Savings Plan, “Empowering Oregon’s Future Leaders: A new class of diversity in leadership scholarship awardees.” Editor’s Take: Click the link to learn more about how the Diversity in Leadership Scholarship works and about the recent recipients. 
• 529 Insiders, “2Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.

• Dates: September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Agenda: Available here.
• Registration: Available here and closes August 31st.
• Venue: Click here to book hotel room for event. 
• Agenda Updates: 
  • Session descriptions have been added to the online agenda for several sessions including:
    • “State’s Perspective on Industry Trends and Building Momentum”
    • “Chair’s Welcome and State of the Industry”
    • “Product Strategy, Trends and Outlook”
    • “Stable Value for 529s”
    • “Direct-Sold Marketing Strategies”
    • “Emerging Trends and Opportunities”
    • “Outlook for 529s in 2024 & Beyond.”
  • Goldman Sachs Asset Management has been confirmed as the Mobile App Sponsor
  • Columbia Threadneedle Investments has been confirmed as the Note Pad & Pen Sponsor
  • Fidelity Investments has been confirmed as the Wednesday Reception and Thursday Lunch Sponsor
  • Invesco CollegeBound 529 has been confirmed as the Branded Reusable Water Bottle Sponsor
  • Scholar’s Edge 529 distributed by Principal Funds Distributor has been confirmed as the Coffee Gift Card Sponsor
  • Vestwell has been confirmed as the Bag & Lanyard Sponsor 
  • Prudential has been confirmed as the Room Key Sponsor

• Disability Scoop, “Lawmakers call for incentives to broaden access to ABLE accounts.” Editor’s Take: Thank you Disability Scoop for providing a legislative update on ABLE accounts and for sourcing ISS Market Intelligence on its market data. Click the link to learn more about the ABLE MATCH Act proposed by Senator Casey.
• FINRA, “Investment Accounts – ABLE Accounts.” Editor’s Take: This education page provides an overview of ABLE accounts, how they work and where to go to do your research. Click the link to learn more.
• 529 Insiders, “2Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • Date: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Agenda: Now available here.

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