Issue 376

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

529 & ABLE News & Research

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

  • Ohio 529, CollegeAdvantage, “Schindler success story: 529s helped our children and grandchildren.” Editor’s Take: In celebration of the 35th anniversary of the launch of Ohio Tuition Trust Authority (OTTA), the team released this success story and perspective on creating a successful education financial plan. In addition to the focus, story, and inclusion of automatic contributions, I do appreciate the heartfelt perspective in the story board. Read, learn, and enjoy this article. Thank you CollegeAdvantage.
  • My College Corner (YouTube Video), “College Essay 101: Dos and don’ts for students and parents.” Editor’s Take: Thank you John Hupalo for continuing to create and share timely content. Watch the video for an educational and entertaining update.
  • MEFA, “Helping you plan, save and pay for college.” Editor’s Take: This post announces the launch of MEFA’s new logo. Check it out 529 Dash readers, and congrats MEFA. Well done, and done well!
  • Ascensus, “ABLE proposal introduced in the House.” Editor’s Take: In December 2024, ABLE Tomorrow Act was introduced. Read the article to say up to date on the latest ABLE legislation.
  • 529 Career Opportunities: Charles Schwab (Senior Manager, Client Experience) – Click the link to learn more about the role.
  • 529 Insiders, “3Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of September 30, 2024.
  • ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions
Events: 529 Conference 2025

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

  • Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
  • Dates: September 29, 2025 – October 1, 2025
  • 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
Liked this newsletter?

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

 
January 15th, 2025
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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