Issue 231:
– News & Research

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

Here is what you need to know from stories, research and data released this week on 529 plans and ABLE accounts:

• ISS Insights, “Fund Intelligence: 529 Year-End Planning & Recap Webinar.” Editor’s Take: Hosted by Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December’s webinar closed out the 2020 calendar by providing 529 product reminders, tips and best practices, round-up of the Top 5 trends in 2020, and outlook for 2021 and beyond. As part of the 529 & ABLE Solutions 2020 monthly webinar series, the session highlighted 529 and ABLE industry announcements, 529 and ABLE market data updates, and a preview of the 529 Distribution Analysis 2020 based on a new proprietary survey of advisers.
• ISS Market Intelligence, “529 Distribution Analysis 2020.” Editor’s Take: Based on a new proprietary survey of advisers dedicated to 529 plans and ABLE accounts fielded in November 2020, 529 Distribution Analysis 2020 has been released. Click the link to learn more.
• 529 Insiders, “3Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 3Q 2020? Click the link to learn more.

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