Issue 308

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
Twitter: @PaulCurleyBC

Webinar by ISS Market Intelligence

Please register for this upcoming quarterly webinar by ISS Market Intelligence. Join speakers of Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, as we discuss “2022 Year-End Gifting and Planning with 529s” on Wednesday, December 14, 2022 at 2pm EST.

This quarter will include topics such as:
– Holiday and End-of-Year gifting strategies with 529s
– 529 Reminders, Tips and Best Practices for End-of-Year Planning
– Myth Buster Series
– 3Q 2022 529 & ABLE Market Sizing and Highlight of Key Talking Points
– Industry Announcements, Product Enhancements, Legislative Updates and Research Releases
– Live Questions and Answers by attendees

Register and see you there!

529 News & Research

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

  • John Hancock, “John Hancock Investment Management adds stable value portfolio and reduces fees on John Hancock Freedom 529 education savings plan.” Editor’s Take: On December 5th, John Hancock announced two product enhancements to it John Hancock Freedom 529, including the addition of a stable value portfolio to its investment line-up and reduction in fees to its investment line-up. Also, check out its new website here with new illustrations on projected cost of education and the value of tax-free 529 accounts in comparison to taxable accounts. 529 plans and their investment line-ups continue to improve, and click the link to learn more about the enhancements and/or new illustrations. 
  • PR Web, “Backer partners with North Carolina’s 529 savings program to help students save.” Editor’s Take: Congrats to Backer and College Foundation of North Carolina for improving the 529 gifting process, and just in time for the holiday season. Click the link to learn more.
  • 529 Insiders, “3Q 2022 529 Market Sizing Highlights.” Editor’s Take: What was the 529 market sizing as of September 30, 2022? Read the article to learn more.
  • ISS Market Intelligence, “Webinar Registration: 2022 Year-End Gifting and Planning with 529s.” Editor’s Take: Please register for our upcoming quarterly webinar on December 14th at 2pm EST to join Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan. We will cover holiday and end-of-Year gifting strategies with 529s, year-end tips, industry announcements and more. Please register to stay up to date on industry trends and to learn about holiday gifting strategies, and see you there.
December 12th, 2022
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