Editor's Picks

Issue 271:
– 529 & ABLE News & Research
– 529 Virtual Conference 2021
– 529 Conference 2022

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, 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:

  • ISS Market Intelligence, “529 Conference 2022.” Editor’s Take: 529 Conference 2022 will be held from September 12-14, 2022, at the Ritz-Carlton Orlando, Grande Lakes. Please save the date.
  • 529 Insiders, “3Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of September 30, 2021? Click the link to learn more.
  • Nasdaq Tradetalks, “Live from the 529 Conference 2021.” Editor’s Take: Paul Curley, CFA, Director of 529 & ABLE Research, ISS Market Intelligence discusses “How Transparency Drives Growth in the 529 Space” with Jill Malandrino of Nasdaq. Click the link to watch and learn more.
  • ISS Market Intelligence, “529 Distribution Analysis 2021.” Editor’s Take: Newly released in December 2021, this annual study provides actionable guidance on how to increase the use of 529 plan products and education financial planning in the adviser-sold, employer-sold and direct-sold channels. This report sheds light on education savings distribution by incorporating data from a new and deeper proprietary survey of financial advisers fielded in October, 2021. The report also draws on insights from interviews with advisers, financial professionals, and broker-dealer home-office product executives who support and lead fleets of financial advisers. If you are interested in learning more and subscribing to the report, please click the link and fill out the request more information form.
  • Femme Frugality, “It’s launch day!” Editor’s Take: Brynne Conroy and Joyce Zahariadis launched a new podcast titled “Mom Autism Money” with Paul Curley of ISS Market Intelligence as their first guest. The session covers the benefits of using ABLE accounts, the account functionality and current product trends. Listen, learn, subscribe and share on one of five podcast platforms to learn more about ABLE accounts and to support awareness of ABLE accounts.
  • 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 November 19, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 72 cosponsors
Events: 529 Virtual Conference 2021

The 529 Conference 2021 was held virtually from November 2-4, but you can still access replays of sessions until February 2, 2022.

How to Access Replay of Sessions On-Demand:

  • Registered? For those registered for the 529 Virtual Conference 2021, click here to enter the event’s Attendee Hub. 
    • Not Registered? Register here to access.
    • Questions: Read FAQ here.
    Events: 529 Conference 2022

    Save the Date: 529 Conference 2022 will be held from September 12-14, 2022, at the Ritz-Carlton Orlando, Grande Lakes.


    • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
    • 529 Essentials: A session to train professionals on 529 plans and education financial planning in a constantly evolving market.
    • ABLE Summit: A session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.
    December 13th, 2021
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    EDITORIAL: Paul Curley
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