Editor's Picks

Issue 209:
– News & Research
– ABLE Act Column
– 529 Conference 2020

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
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • ISS Insights, 529 Industry Analysis Report:
  • 529 Insiders, “June 2020 Webinar: 529 & ABLE Product in Focus.” Editor’s Take: Led by Paul Curley, Director of Savings Research at ISS Marketing Intelligence, the 529 & ABLE Product in Focus webinar provided an overview of the unique product structures of 529 plans and ABLE accounts from an investment line-up, platform structure and functionality perspective. Click the link to view the replay.
  • Chronicle of Higher Education, “Here’s a list of colleges’ plans for reopening in the fall.” Editor’s Take: Based on ongoing tracking of over 1,090 colleges, this article reports the percentage of colleges that are planning for in-person, online and hybrid education models for the fall semester. As of creation of the newsletter, 60% of colleges are planning for in-person classes while 9% are planning for online and 24% are taking a hybrid approach. While the need and importance of saving and saving efficiently for education will continue, the format, platform and landscape of education will continue to evolve. Read the article to learn more.
  • Forbes, “Employers boost use of digital tools to stamp out student debt.” Editor’s Take: Education financial planning employer benefits are on the rise and thank you GiftofCollege.com for the statistic that 75% of Americans believe employers should help pay for college and/or pay down student loans. Click to learn more.
  • College Savings Plan Network (CSPN), “Savings Wars: Episode 529 – A New Hope.” Editor’s Take: Thank you Luke Minor for the fun article on education financial planning, and congrats to you and your family. Also, thank you for championing the importance of saving and saving efficiently to reduce or eliminate student loans. Great article and click to learn more.
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

  • Boston College Center for Retirement Research, “Same disability. Some have tougher jobs.” Editor’s Take: Interesting article on the demographics of current and potential ABLE users, and especially given the ongoing focus of the ABLE Age Adjustment Act. Click the article to learn more.
  • Maryland ABLE, “Webinar – Understanding the economic stimulus payments and how an ABLE account can help.” Editor’s Take: On July 16, 2020 at 10am EST, Maryland ABLE and the Maryland Developmental Disabilities Council will host an educational webinar on COVID-19 stimulus payments and how they can be used to help families fund an ABLE accounts for future emergencies. Register today to learn more and to ask questions during the live question and answer session at the end.
  • 529 Insiders, “June 2020 Webinar: 529 & ABLE Product in Focus.” Editor’s Take: Led by Paul Curley, Director of Savings Research at ISS Marketing Intelligence, the 529 & ABLE Product in Focus webinar provided an overview of the unique product structures of 529 plans and ABLE accounts from an investment line-up, platform structure and functionality perspective. Click the link to view the replay.
Events: 529 Conference 2020

When: September 21-25, 2020
Where: 
Virtual
What: 
The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem. To ensure product training, insight and networking continuity across the 529 and ABLE community while ensuring safety of our attendees, we are transitioning our event to a digital experience in 2020.
How: Registration will open shortly at 529Conference.com.

Agenda Updates:

  • Mark Chapleau, Founding Member, Chapleau Law Group LLC, has been confirmed as presenter of the “Federal Regulatory Framework” 529 Essentials session.
  • Vivian M. Tsai, CIMA®, Head of Relationship Management, TIAA, and Chair, College Savings Foundation (CSF) has been confirmed as a panelist on the “Outlook for 529s in 2021 and Beyond” 529 Conference session.
Read more
 
July 13th, 2020
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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