Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions who sell and service families and employers in the education 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 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Herald Net, “Commentary: Investing in 529 now heads off student debt later.” Editor's Take: Thank you Betty Lochner for your continued leadership in the industry, and much appreciated.
  • Plansponsor, “Firms team up to offer new student loan repayment benefit.” Editor's Take: The ability to offer college financial planning employer benefits continues to expand. Read the article to learn more.
  • Recruiter's Corner, “Executive Director, Indiana Education Savings Authority (IESA).” Editor's Take: IESA is seeking to hire an Executive Director. Click the link to learn more.

Data: 1Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • Webinar by CJM Wealth Management, “The benefits of an ABLE Account.” Editor's Take: Thank you CJM Wealth Management for building awareness and understanding of ABLE. Register today to learn more.
  • ABLE Afternoon Summit 2019 Agenda Update: Jim Balsan, Managing Director, BNY Mellon/Sumday, has been confirmed as a panelist on the “ABLE Landscape: Meeting the Needs from All Perspectives” ABLE Afternoon Summit session.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Register here.

Agenda Update:

  • Deanna Allison, Financial Benefits Manager, Alliance Data, has been confirmed as a panelist on the “Employer Channel Trends and Opportunities” 529 Conference session.
  • Jeff Bennett, Senior Portfolio Manager, Invesco, has been confirmed as a panelist on the “Investment Line-Up Trends and Outlook” 529 Conference session.
  • Jordan Lee, Founder & CEO, CollegeBacker, has been confirmed as a panelist on the “Direct-Sold Marketing Strategies” 529 Conference session.

Read more
August 5th, 2019
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EDITORIAL: Paul Curley
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.