Issue 309

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

529 & ABLE News & Research

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

  • 529 Insiders, “4Q 2022 Webinar by 529 & ABLE Solutions.” Editor’s Take: Click the link to watch a replay of our 4Q 2022 webinar from December 14, 2022. Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s 4Q 2022 529 & ABLE Solutions webinar provided: 
    • 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 Market Sizing and Highlight of Key Talking Points
    • Industry Announcements, Product Enhancements, Legislative Updates and Research Releases
  • Morningstar, “Should You Be Worried About Your 529 Plan in 2022?” Editor’s Take: Thank you Patty Oey for your time and insight in this article, and for your time and insight in participating in the 529 Conference 2022 (photo of the “Investment Line-Up Trends & Outlook” panel she was on here). Read, watch and share.
  • IRS, “ABLE Accounts – Tax Benefit of People with disabilities.” Editor’s Take: The IRS released updates to its resource page on ABLE accounts, including a new 2023 Form 5498-QA for contributions to ABLE accounts and a new 2023 1099-QA Form for distributions from ABLE accounts. Click the link to learn more.
  • 529 Insiders, “3Q 2022 529 & ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 & ABLE market sizing as of September 30, 2022? Read the article to learn more.
Research Release: 2022 529 Distribution Analysis Report Released by ISS Market Intelligence

Based on a new proprietary survey of advisers fielded in October 2022, this study by ISS Market Intelligence provides clients with actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies to better align with the needs of advisers and their home offices, and therefore expand distribution of 529s through the advisor, direct and employer channels. Click the link here to download the brochure to learn more about the report and how to purchase to the report.

Read more
Events: 529 Conference 2023
  • 2023 Save the Date: 529 Conference 2023 will be held from September 19-21, 2023, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
December 19th, 2022
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EDITORIAL: Paul Curley
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