Editor's Picks

Issue 260:
– 529 & ABLE News & Research
– 529 & ABLE Webinar
– 529 Conference 2021

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 college financial planning process by creating and sharing industry relevant news, product training, 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
Director of 529 & ABLE Research
ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • YouTube by The Money Guy Show, “Are you anti-529 plans? Watch this video.” Editor’s Take: The video provides a well-structured response to the question of what happens to a 529 if the beneficiary does not go to college. Watch the video for a response to a common question.
  • College Savings Plan Network, “Get the most out of the rest of your summer.” Editor’s Take: Thank you Lael Oldmixon, Executive Director of Alaska 529 and UA Scholars, for providing a list of ideas on how families can eke out the final weeks of summer with activities that don’t cost money. The savings by doing these activities can then be repurposed towards 529 plans. Read to learn more and thank you Lael. 
  • Career Corner:
    • Wisconsin 529 College Savings Program, “College Investment Program Finance Officer.” Editor’s Take: The position will work directly in the Wisconsin 529 College Savings Program and click the link to learn more and apply.
  • Texas ABLE, “Webinar Schedule.” Editor’s Take: Click the link to view the calendar of educational webinars by Texas ABLE, and to register.
  • 529 Insiders, “2Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 2Q 2021? Click to learn more.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of August 26, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 68 cosponsors
529 & ABLE Webinar

Tuesday, August 31, 2021 at 1pm EST
Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, this webinar will provide an overview of the U.S. college financial planning landscape.

Firstly, we review the increasing demand for higher education by families in the United States. Secondly, we evaluate how tuition inflation continues to outpace most workers’ pay increases and, therefore, their ability to pay from their current incomes. The combination of these factors results in a widening of the college affordability gap between cost and ability to pay and, furthermore, leads to rising levels of student loan debt to fill that gap. This trend has created multiple downstream issues within the context of goal-based investing. It is here that we start to present both the concept of saving and that of saving efficiently with 529 plans as the solution to the widening college affordability gap.

Additionally, the session will cover updates in 529 and ABLE plans from a 2Q 2021 market data, legislative, product, marketing, and distribution perspective.

Read more
Events: 529 Conference 2021

What & Why: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.

When: November 2-4, 2021

  • 529 Essentials: November 2
  • 529 Conference: November 3 and 4
  • ABLE Summit: November 4

Where: Ritz-Carlton Orlando Grade Lakes, Florida, U.S. 

How: Registration now open here. Early bird registration rate available through August 31, 2021.


  • Agenda: 
    • Richard Polimeni, Director, Head of Education Savings Programs, Retirement & Personal Wealth Solutions, Bank of America Merrill, has been confirmed as a speaker on the “National Broker-Dealer’s View on Marketing and Distribution Strategies” 529 Conference panel.
    • Richard Ellis, Executive Director, my529, has been confirmed as a speaker on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference panel.
    • Jeannette Haen, Vice President, Education Planning Consultant, Robert W. Baird & Co., has been confirmed as a speaker on the “Business Building with 529s” 529 Conference panel.
August 30th, 2021
Contact Us
EDITORIAL: Paul Curley
Advertising: Paul Curley
Subscribe to 529 Dash

BrightScope   |   Investor Economics   |   Market Metrics   |   Matrix Solutions   |   Plan For Life   |   Simfund

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |  issgovernance.com

To learn about ISS Market Intelligence CLICK HERE. To unsubscribe from this alert, please click here