Editor's Picks

Issue 278:
– News & Research
– Webinar
– 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • Flywire, “Flywire partners with Ascensus to digitize 529 college savings plan payments.” Editor’s Take: Congrats to Flywire and Ascensus for improving the ease of doing the 529 business, and click the link to learn more.
  • ScholarShare 529, “ScholarShare 529 plan enhancements coming in February 2022.” Editor’s Take: Effective February 11, 2022, ScholarShare 529 launched a suite of 10 ESG Enrollment Date investment options and added two additional static ESG portfolios. Read the press release to learn more.
  • 529 Insiders, “4Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: The average account size of 529 savings plan accounts was $25,395 as of December 31, 2021. What was the 529 and ABLE market sizing as of December 31, 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 February 4, 2022, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 75 cosponsors
529 & ABLE Webinar

Wednesday, February 16, 2022 at 1pm EST; Register here.

ISS Market Intelligence’s (MI) Q1 2022 529 & ABLE webinar, hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Devin McCarthy, Managing Director at NASDAQ Fund Network, will provide you with:

– 529 analytics update from Nasdaq Fund Network including the launch of the 529 Scorecard and results from its transparency initiative to date
– Data analysis, commentary, and industry updates on 529 and ABLE industry trends in 1Q 2022
– 529 distribution trends from an advisor, direct and employer perspective
– Key themes in 2022 impacting the 529 and ABLE industry

The live 45-minute event will include time for Q&A. This webinar is sponsored by Nasdaq Fund Network, and please register for the webinar here.

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.

Sessions:

  • 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.
 
February 14th, 2022
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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