Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

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
Editor-in-Chief of 529 Dash
Director of College Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • The Hill, “Protect your college savings amid growing market turmoil.” Editor's Take: Thank you John Hupalo for covering the timely topic of market volatility and education financial planning. Read the article to learn strategies on how to handle the topic with your clients.
  • Plansponsor, “So you want to offer a student loan repayment benefit.” Editor's Take: College financial planning employer benefits are on the rise, and read the article to learn more about the various programs and statistics on the topic. In the interim and as an example, NACS announced on January 8, 2019, that they started to offer college financial planning member benefits in partnership with Gradifi in the announcement here.
  • Recruiter's Corner, “529 product development.” Editor's Take: Morgan Stanley Wealth Management is seeking to hire a Vice President of 529 Investment Solutions Product Development in New York City, New York. Click the link to learn more.
  • Recruiter's Corner, “529 specialist.” Editor's Take: John Hancock is seeking to hire a 529 Specialist in Boston, Massachusetts. Click the link to learn more.

Data: 3Q 2018 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight 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:

  • Enable Savings Plan, Editor's Take: Thank you First National Bank of Omaha for releasing this quarterly newsletter on ABLE accounts. The Winter 2018 issue features a message from the state treasuers of Nebraska and Alabama, a 2019 planning checklist and more.

Events: Strategic Insight ABLE Summit 2019 will be held on September 25, 2019, at the Ritz-Carlton, Amelia Island, Florida, to deliver product training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts. Please save the date, and thank you for the support.

Events: SI 529 Conference 2019

Save the Date: Strategic Insight 529 Conference 2019 will be held from September 23-25, 2019, at the Ritz-Carlton, Amelia Island, Florida. Sessions:

  • 529 Conference: A highly interactive and educational industry gathering with the entire education financial planning ecosystem.
  • 529 Essentials: A pre-conference session to train professionals on 529 plans and education financial planning in a constantly evolving market.
  • ABLE Summit: A post-conference session to deliver training, insight and networking opportunities to support the successful implementation and growth of ABLE accounts.

 
January 14th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.