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
Director of 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:

• 529 Insiders, “4Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 2024.
• Municipal Securities Rulemaking Board (MSRB), “MSRB announces members of 2025 board advisory groups.” Editor’s Take: This press release announces the members of the 2025 Municipal Fund Securities Advisory Group (MFSAG) and Compliance Advisory Group (CAG). Thank you MSRB for creating and supporting these advisory groups, and read the press release to learn more.
• New Mexico Community Trust, “Saving for Success Award.” Editor’s Take: On January 1, 2025, New Mexico Community Trust announced the launch of its third annual Saving for College Savings Award Program that provides a $1,000 award contribution to a New Mexico resident’s 529 account with The Education Plan. The application for the award asks students to write about their educational achievements and aspirations. 41 students have won an award since 2023 and up to 50 will be awarded in 2025. Click the link to learn more, and enter to win if eligible.
• Texas Comptroller of Public Accounts, “Texas ABLE Connections.” Editor’s Take: This issue highlights several product updates such as new contribution limits, outreach updates, rebranding updates including a new design, and more. Congrats to the Texas ABLE Program, and click the link to stay up to date.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

Please Save the Dates for 529 Conference 2025 by ISS Market Intelligence:

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Sunday, September 28: Welcome Reception
• Monday, September 29: Day 1 – 529 Essentials Seminar
• Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
• Wednesday, October 1: Day 3 – 529 Conference Final Day of Panels, Presentations & Roundtables
• Updates:
  • 529 Conference 2025 website has been updated with a new About page, Sponsors page and header

Please forward it over to a friend to subscribe using the link here, or click “reply” anytime to connect to share feedback, thoughts, and ideas on the newsletter or industry trends. In the meantime, hope your 2025 is off to a happy, healthy and successful start.