Editor's Picks

Issue 210:
– 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
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • 529 & ABLE Solutions, “2020 Monthly Webinar Series: 529 Employer Channel.” Editor’s Take: Hosted by Paul Curley, CFA, Director of Savings Research at ISS Marketing Intelligence, the webinar will discuss the employer channel from a usage, employer benefits and state tax incentive perspective. In addition to historical usage, the session will provide insight into the channel outlook from a legislative, market data and proprietary survey trend perspective. Register today, and thank you for the support.
  • Money Savage Podcast by George Grombacher, “Questions about college with John Hupalo.” Editor’s Take: Thank you George and John for providing a fun and educational 20-minute update on the college financial planning landscape. Listen, learn and grow.
  • Consumer Financial Protection Bureau (CFPB), “Your financial path to graduation.” Editor’s Take: CFPB has created and released an online tool to help families to better understand their financial aid offer. Click to learn more. 
  • ISS Insights, “529 & ABLE Product in Focus Webinar.” Editor’s Take: The replay of the webinar session will provide attendees with an overview of the unique product structures of 529 plans and ABLE accounts from an investment line-up, platform structure and functionality perspective. Watch, learn and grow.
ABLE Act Column

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

  • NACDD (National Association of Councils on Developmental Disabilities), “Financial security and self-determination for people with disability during COVID-19.” Editor’s Take: Timely article on the end users and key stakeholders of ABLE accounts during these volatility times. Read to learn more.
  • Enilda Clinic, “Funding College: Info for special needs and traditional students.” Editor’s Take: Thank you Peter Tassoni of ABLE WA for participating in the timely 42-minute webinar with Dr. Belevins and Katrina Roy, and for sharing on social media. Watch to learn more. 
  • ISS Market Intelligence, “ABLE Summit 2020.” Updates: ABLE Summit 2020 session titles and time slots have been added to the online agenda for September 25, 2020 from 12:45pm to 5pm. Click the link to review the agenda for the virtual conference, and registration will soon open on the website with an All Access Pass rate of $500 per person.
Events: 529 Conference 2020

When: September 21-25, 2020
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 with an All Access Pass rate of $500 per person.


  • Design has created and posted new online banners to the event’s website.
July 20th, 2020
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