Editor's Picks

Issue 273:
– 529 & ABLE News & Research
– Research: 529 Distribution Analysis 2021 Report Released
– 529 Conference 2022: Save the Date

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:

  • Mom Autism Money, “Episode 10: ABLE Account Updates & Season Finale.” Editor’s Take: In the final episode of season one of the Mom Autism Money podcast by Brynne Conroy of Femme Frugality and Joyce Zahariadis of My Stay at Home Adventures, Paul Curley of ISS Market Intelligence joins to discuss the latest news on ABLE account legislation and discuss listener questions. Also, Joyce and Brynne provides a highlight reel of the rest of season one and what to expect in season Two that starts in February 2022. Please listen, learn, subscribe and share, and thank you Brynne and Joyce for the opportunity.
  • 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.
  • 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 December 14, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 72 cosponsors
Research: 529 Distribution Analysis 2021 Report Released

Based on a new proprietary survey of advisers fielded in October 2021, this annual study by ISS Market Intelligence provides actionable guidance on how to increase usage of 529 plans and education financial planning from a legislative, product, marketing and distribution perspective. Please click the link and fill out the request more information form to learn more about how to subscribe to the report.

Read more
Events: 529 Conference 2022 - Save the Date

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 27th, 2021
Contact Us
EDITORIAL: Paul Curley
Advertising: Paul Curley
Subscribe to 529 Dash

BrightScope   |   Investor Economics   |   Market Metrics   |   Matrix Solutions   |   Plan For Life   |   Simfund

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

To learn about ISS Market Intelligence CLICK HERE. To unsubscribe from this alert, please click here