Editor's Picks

– News & Research
– Data
– ABLE Act Column

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions 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
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Suburban Times, “SECURE Act opens new doors for higher education.” Editor's Take: Update and overview of the SECURE Act's impact on college financial planning, and thank you for sourcing ISS Market Intelligence in the article.
  • Financial Planning, “Avoid the FAFSA tripwire with grandparent-owned 529 plans.” Editor's Take: Timely article that discusses family strategies around college financial planning. Also, thank you Susie Bauer for your insight in the article as well. Click the article to learn more.
  • ISS Market Intelligence, “529 Distribution Analysis 2019 Report.” Editor's Take: This subscription-based report provides actionable guidance, proof points and benchmarks on how advisors retain and grow their book of clients with college financial planning and 529 plans based on a new proprietary survey of advisers fielded in November 2019. The report also provides advisor insight on the SECURE Act's 529 provisions, the recent expansion of qualified distributions to K-12 and advisor support in demand. Click the link to request more information.

Data: 3Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • CNBC, “ABLE accounts let the disabled plan, dream and save big-without risking essential federal benefits.” Editor's Take: Thank you Jill for raising awareness and understanding of ABLE accounts, and read the article to learn more from the comprehensive article.
  • Office of the Ohio Treasurer, “Request for Proposal.” Editor's Take: The state has released a RFP for a service provider of the state's STABLE program. Click the link to learn more.
  • Columbus CEO, “UCO industries opens opportunities for workers with disabilities.” Editor's Take: Great news on ABLE accounts from the plansponsor perspective. Read the article to learn more about how this organization is implementing match deposits into ABLE accounts.

Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, 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.

Quote of the Week

“Cost of college is creating a debt burden and any savings can help ease the burden,” Financial adviser with over 20 years of experience in Kentucky; Source: ISS 529 Distribution Analysis 2019

January 13th, 2020
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