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
Associate Director
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:

• Cision, “J.P. Morgan Asset Management Launches Future Path 529 Plan.” Editor’s Take: Congrats to J.P. Morgan on the launch, and learn more at the launch on the press release and the plan’s website here.
• Nasdaq, “The benefits of 529 plans and how Americans view higher education today.” Editor’s Take: Based on their most recent survey, Andrew Kadjeski of Vanguard provides their take on the benefits of 529 plans, how Americans view education today, and commentary on several industry trends. Watch, learn and share.
• 529 Insiders, “1Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.

• Dates: 529 Conference 2023 will be held from September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Agenda: Now available here.
• Registration: Now open here.
• Venue: Link to event room block here.
• Agenda Updates: 
  • Risa Schulz, Executive Director, Product Development Manager, Morgan Stanley, has been confirmed as a panelist on the “Outlook for 529s in 2023 & Beyond” 529 Conference panel.
  • Isaac Chota, 529 & DAF Product Manager, UBS Financial Services Inc., has been confirmed as a panelist on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as moderator of the “Stable Value for 529s” 529 Conference panel.
  • Tiffany Spudich, Chief Client Officer, Capital Cities, has been confirmed as moderator of the “Investment Line-Up Trends and Outlook” 529 Conference panel.
  • Polina Tsybrovska, Product Manager – Multi Asset, Investment Product Management, Capital Group, has been confirmed as a panelist on the “Investment Line-Up Trends and Outlook” 529 Conference panel.
  • Mark Wojciak, Director, Strategic Relationships, Prudential Financial, has been confirmed as a panelist on the “Stable Value for 529s” 529 Conference panel.
  • Stan Marshall, 529 Product Manager, Ascensus, has been confirmed as a panelist on the “Product Strategy, Trends and Outlook” 529 Conference panel.
  • Ben Soltsov, Vice President & Portfolio Manager, GSAM Stable Value, has been confirmed as a panelist on the “Stable Value for 529s” 529 Conference panel.
  • Rob Forshee, AVP, Product Manager, NACG Wealth Management, Capital Group, has been confirmed as a panelist on the “Product Strategy, Trends and Outlook” 529 Conference panel.
  • Derek DeLorenzo, Senior Director, Business Development | Education Savings, TIAA, has been confirmed as a panelist on the “Stable Value for 529s” 529 Conference panel.

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

• University of Michigan, “2023 Annual RDRC Meeting.” Editor’s Take: On August 3 and 4, Michigan Retirement and Disability Research Center will virtually host its 25th Annual Retirement and Disability Research Consortium. Event is free to virtually attend, but registration is required. Click the link to learn more and register.
• NAIFA, “Protecting More Americans Through ABLE Accounts – NAIFA’s 8th Annual Diversity Symposium: REPRESENT.” Editor’s Take: This 26-minute video provides a live recording of Sara Weir, Executive Director of the Kansas Development Disabilities Council, presenting to the National Association of Insurance and Financial Advisors (NAIFA)’s 8th Annual Diversity Symposium. Watch, bookmark and share. In the interim, congrats to Sara and thank you NAIFA for helping to get the message out about ABLE.
• 529 Insiders, “1Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • What: With the launch of ABLE accounts in 2016, we’re dedicating sessions at the 529 Conference 2023 to product training, networking and best practices on how organizations are involved in the ABLE industry, and how they can successfully evolve to drive growth of ABLE accounts from a consumer, legislative, product, marketing, distribution and outlook perspective. Help build momentum and join the conversation by registering for the event today. 
  • Dates: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Agenda: Now available here.
  • Registration: Now open here.
  • Venue: Link to event room block here.

Liked this newsletter?

Forward it over to a friend.

Or click “reply” anytime to say hello.

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |  issgovernance.com