Editor's Picks

Issue 211:
– 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 institutions, advisers and financial professionals 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:

  • GiftofCollege.com, “5 reasons why college savings and student loan assistance should be part of every employer’s benefits package.” Editor’s Take: Thank you GiftofCollege.com for focusing on this timely and important message, and read the article to learn more.
  • CollegeAdvantage, “Rising high school seniors can prepare for college this summer.” Editor’s Take: Timely article with six key steps for those with children or clients with children in high school. Also, the plan released an article introducing their 2040 advantage age-based portfolio fund with links to calculators and tools. Click the link and bookmark for easy access in the future. I know I have.
  • 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.
ABLE Act Column

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

  • Stars & Stripes, “Help more vets, others save for medical expenses.” Editor’s Take: Timely and important first hand take on the importance of the ABLE Age Adjustment Act. Read to learn more.
  • Think Advisor, “Preparing special-needs families through better planning.” Editor’s Take: Overview of the special needs planning process, best practices and perspectives to keep in mind. Read, learn and grow.
  • National Association of State Treasurers (NAST), “Congressional Military Family Caucus.” Editor’s Take: Thank you NAST for organizing, creating and submitting the letter in the link to the Congressional Military Family Caucus and for championing the ABLE Age Adjustment Act. Click the link to learn more and to review the list of signees including the last one listed.
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 27th, 2020
Contact Us
EDITORIAL: Paul Curley
Advertising:Austin Ulep
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