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, “Editor’s Perspective on the 529 Marketplace Trends: “The Weekly Pulse” Podcast with Jeffrey Snyder for Sunday, June 30, 2019.” Editor's Take: What are the top trends in college financial planning and the 529 industry as of June 30, 2019? Listen to this podcast to learn more.
  • Business Wire, “Gradifi Helps Employees Accelerate College Savings.” Editor's Take: The firm's College SaveUp program helps employees contribute to any direct-sold 529 plan. Click the article to learn more.
  • Forbes by Robert Farrington, “Should You Superfund Your Child's 529 Plan?” Editor's Take: Thank you Robert for your insight in the article, and look forward to learning more during your session at the 529 Conference 2019.

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, “FinCon 2019: ABLE Session Preview.” Editor's Take: Paul Curley of Strategic Insight has been invited to present at FinCon 2019 on “ABLE Accounts: Get the Latest about the Newest 529 Plan,” and read the article to get a preview of the session.
  • MSRB, “Frequently Asked Questions about ABLE Programs.” Editor's Take: Solid review of the fundamentals of ABLE accounts, and a piece of content that is set for bookmarking to reference later or sharing with others. Click to learn more and bookmark.
  • Boston College Center for Retirement Research, “When your health, job demands clash.” Editor's Take: List of high risk occupations, which result in usage of SSDI and therefore potential usage of ABLE accounts.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you STABLE Account for helping to build awareness of ABLE accounts.

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:

  • Kevin Cox, Head of Government Savings, Ascensus, has been confirmed as presenter of the “Keynote Address” 529 Conference session.
  • Mark Edblom, Associate Product Manager – Mutual Funds and ETFs, RBC Wealth Management, has been confirmed as presenter on the “Business Building with 529s in the Adviser-Sold Channel” 529 Conference session.
  • Troy A. Montigney, Executive Director, Indiana Education Savings Authority, has been confirmed as moderator of the “Direct-Sold Marketing Strategies” 529 Conference session.

Read more
July 8th, 2019
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.