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
Director of Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • 529 Insiders, “Consumer Insight 2019: Trends in Parents Saving and Using 529s.” Editor's Take: What percentage of parents save for college, save for college with 529s and save for college without 529s as of 2019? Read the article to learn more.
  • Boston College Center for Retirement Research, “1 of 3 in bankruptcy have college debt.” Editor's Take: College financial planning is an important topic, and especially given that student loan debt is generally not dismissible in bankruptcy court. Perhaps these grave statistics can help your clients go into action to start the college financial planning process, or accelerate their momentum further. Either way, have the college financial planning discussion today.
  • Business Wire, “One of America’s foremost 529 plan and ABLE authorities announces new law firm, Chapleau Law Group.” Editor's Take: Congrats to Mark Chapleau on the launch, and looking forward to your presentations at the 529 Conference 2019.
  • Recruiter's Corner, “Sales & Service Representative, Mutual Funds & 529.” Editor's Take: Victory Capital is seeking to hire a mutual fund and 529 sales and service contact located in San Antonio, Texas.

Data: 1Q 2019 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:

  • 529 Insiders, “529 Dash Podcast 2: Executive Summary of ABLE Market Data.” Editor's Take: On July 23, 2019, this short podcast on 1Q 2019 ABLE market data was created during a presentation to industry stakeholders. Read the article and listen to the podcast to learn more.
  • Illinois ABLE News and Updates, “Illinois ABLE checks in with an account owner.” Editor's Take: Question and answer article with an ABLE accountowner.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you Oregon ABLE Savings for helping to build awareness of ABLE accounts.
  • Webinar, “Welcome to #ABLEtoSave month: An orientation on what you need to know about ABLE” hosted by ABLE National Resource Center on August 1. Editor's Take: Click the link to register and learn more.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Register here.

Agenda Update:

  • Madeline Hume, Analyst, Manager Research, Morningstar, has been confirmed as a presenter on the “Investment Line-Up Trends and Outlook” 529 Conference session.
  • Michael Morris, Executive Director, ABLE National Resource Center, has been confirmed as a presenter on the “ABLE Landscape: Meeting the Needs from All Perspectives” ABLE Afternoon Summit session.

Read more
July 29th, 2019
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