Editor's Picks

Issue 290:
– 529 News & Research
– ABLE Act Column
– 529 Conference 2022

529 Dash, Required Reading for Your 529 Education:
 
The goal of the 529 Dash is to help institutions and financial professionals who help 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, 
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

529 News & Research

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

  • Vanguard, “What’s my target? Estimating college costs.” Editor’s Take: Congrats to Vanguard for creating and sharing this new whitepaper on financial aid, net pricing, and setting realistic savings goals. I find the strategies and market data visualization on early- versus late-stage planning, impact of life changes, and specific strategies on setting automatic saving rates by income levels particularly helpful. Specially, the strategy and case studies around saving a certain percentage of income is worth a review. Read, learn and share.
  • ISS Insights, “Top Trends in 529 in 2022.” Editor’s Take: On May 25, 2022, ISS Market Intelligence and Ohio’s 529 Plan, CollegeAdvantage, provided a 529 webinar on 529 reminders, tips and best practices; Key themes in 2022 impacting the 529 industry; Q1 2022 529 & ABLE market sizing and talking points; New industry insights from ISS MI’s annual survey of parents; and 529 & ABLE industry announcements and product enhancements. Click the link to watch, learn, and share.
  • 529 Insiders, “529 and ABLE Market Sizing as of March 31, 2022.” Editor’s Take: Read, learn and share.
  • 529 Insiders, “Target Market Analysis: Percentage of 529 Users vs. Non-529 Savers vs. Savers vs Non-Savers by Household Income (2022).” Editor’s Take: As of April 2022, what percentage of 529 users, non-529 savers, savers and non-savers earn certain levels of household income? Click the link to learn more about the results from our survey fielded in April 2022.
  • Career Corner: University of Alaska is hiring a 529 Outreach and Program Specialist. Learn more here.
ABLE Act Column

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

  • Mississippi ABLE, “Mississippi ABLE Town Hall – Southaven.” Editor’s Take: Chris Howard, Executive Director of the Mississippi Department of Rehabilitation Services, provided an introduction and overview of ABLE to residents of Southaven, Mississippi. Watch its new commercial and townhall, learn and share.
  • Ramp: Real Access Motivates Progress, “Save with ABLE accounts.” Editor’s Take: Chris Civittolo, Director of 529 and ABLE programs with the Rhode Island State Treasurer, provides an update on ABLE accounts.
Events: 529 Conference 2022

529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.

Updates: 

  • Registration now open here; Early Bird registration rate available until June 16, 2022
  • Venue tab includes access to event hotel room block information here
Read more
 
June 13th, 2022
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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