Editor's Picks

– New 529 Research Report Released
– News & Research
– ABLE Act Column

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

New 529 Research Report Released
  • ISS Market Intelligence released the 529 Industry Analysis 2020 report on 529 Day 2020 with a new proprietary survey of over 1,000 parents fielded in March to April 2020. Key findings include current and target market demographics, as well as product, marketing, distribution and legislative updates in demand. Last but not least, the report provides a pulse update on industry trends. Click the link to learn more about subscribing to the report, and thank you for the support.
Read more
News & Research: Article Round-Up

Here is what you need to know from 529 stories, research and data released this week:

  • 529 Insiders, “May 2020 Webinar: 529 Day – Top Trends.” Editor’s Take: 529 College Savings Day 2020 was celebrated virtually this year, with an insightful webinar on the top trends in 529 plans and ABLE accounts, led by Paul Curley, Director of Savings Research at ISS Marketing Intelligence. Click the link to watch the replay.
  • CNBC, “Here’s how a 529 savings plan can do more than just help you pay for college.” Editor’s Take: Paul Curley, CFA, Director of Savings Research at ISS MI, quoted in CNBC about how 529 plans can help “solve today’s Covid-19-related issue of helping families to retool skills sets in mid-career training, career acceleration and time away from the job market.” Read to learn more.
  • Morningstar, “Why college savers should stay the course.” Editor’s Take: Timely article, and Morningstar released it’s 2020 529 College Savings Plan Landscape Report here as well. Click the link to learn more about current investment line-up trends.
  • Advisor Perspectives, “Who should be the owner of a 529 plan?” Editor’s Take: Sarah Mouser, Director of Financial Planning at Cassady & Company, provides tips and tricks on college financial planning with clients in today’s environment. Click to learn more.
  • Benzinga, “New study: 75% of Americans say employers should help pay for college.” Editor’s Take: College financial planning employer benefits are the rise, and thank you for sourcing ISS Market Intelligence in the article. Click to learn more.
  • 529 Insiders, “Status Board: SECURE Act 529 state updates.” Editor’s Take: Connecticut and Maine were updated from the category of “not clear or decision pending” to “allow student loans & allow apprenticeship withdrawals state tax free.” Click to review the current status board.
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • ABLE TN,  Educational “Webinar for Advocates” on June 9th and June 25th. Editor’s Take: Thank you LaKesha Page for hosting the educational webinar on ABLE accounts for advocates and advisors. Register today to learn more.
  • Center for Retirement Research at Boston College, “Moms of kids with disabilities get help.” Editor’s Take: The article highlights that “about 1.2 million children under the age of six in the United States are disabled”, and provides a summary of key information on the demographics of potential ABLE accounts users. Click to learn more.
  • 529 Insiders, “1Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: 63,743 accounts invested $380.8 million in assets in ABLE (529A) accounts as of 1Q 2020.
June 1st, 2020
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