Issue 310

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:

  • Ascensus, “Government funding bill, containing SECURE 2.0, released.” Editor’s Take: As of December 20, 2022, the Consolidated Appropriations Act is on course to classify certain rollovers from 529s to Roth IRAs as qualified and to pass the ABLE Age Adjustment Act which would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. Thank you Ascensus for highlighting and summarizing. Click the link to learn more.
  • Ohio Tuition Trust Authority, “529 gift central.” Editor’s Take: Thank you for creating and sharing this educational page with questions, answers, and an information hub. Click, learn and bookmark.
  • The College Investor, “What’s new with student loans in 2023.” Editor’s Take: Thank you Mark Kantrowitz for creating and sharing this article on The College Investor. Also, thank you Fred Amrein for creating and sharing an article on this topic here at PayForEd titled, “Student loan forgiveness update and repayment restart guide.” Both articles cover these broader topics and trends on education financial planning in 2023. Read the article to stay informed and get up to speed on education financial planning industry trends.
  • 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.
529 & ABLE Webinar Series

In 2022, 529 & ABLE Solutions hosted three webinars with the goal of sharing and learning best practices, supporting the 529 & ABLE community, and creating long-term growth opportunities for institutions, advisers and families by raising awareness, understanding and prioritization of 529 plans and ABLE accounts. Watch, Learn and Share this year’s webinars here:

  • Replay of December 14, 2022: 2022 Year-End Gifting and Planning with 529s
  • Replay of May 25, 2022: 529 Day 2022: Top Trends in 529 in 2022
  • Replay of February 16, 2022: Trends in 529 Distribution and Analytics
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 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 27th, 2022
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EDITORIAL: Paul Curley
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