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, market data 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
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Wall Street Journal, “Tax breaks for 529 college-savings plans expand in GOP tax bill.” Editor’s Take: Thank you Laura Saunders and Wall Street Journal for quoting and sourcing ISS Market Intelligence in this article that discusses the three 529 components in the current tax bill that would expand utilization of 529s to help families to save and pay for educational expenses. Also, thank you College Savings Foundation for the opportunity to discuss these three provisions on the hill on June 12th (Group photo here). In the meantime, 529s continue to successfully expand from a legislative perspective, and market data perspective as well. 2025 will be an important year for 529s from a legislative perspective, and so please continue to read the 529 Dash to stay up to date on the latest developments.
• Saving for College, “Trump accounts: A new way to save for your child’s future.” Editor’s Take: Thank you Saving for College for creating and sharing this comparison with 529s, along with potential upsides and possible drawbacks. While the discussion around these potential new financial vehicles continue to evolve, read the article to stay up to speed.
• Loomis Sayles Landscape, “The federal student loan repayment reckoning: The consumer ABS risk driver investors may be overlooking.” Editor’s Take: Technical review of the potential impact of student loan repayments on the broader market. Timely and smart piece that reinforces the importance of education financial planning as a means to reduce the reliance on student loans. Read, learn and grow.
• ISS Market Intelligence, “529 Industry Analysis 2025.” Editor’s Take: Based on a proprietary survey of 1000+ consumers fielded in April 2025, this report analyzes key trends including consumer demographics, product developments, legislative enhancements, marketing initiatives, and distribution trends driving growth over the next five-years. Click the link to preview the table of contents, and contact ISS MI here to learn more about subscribing to the report.
• ISS Insights and ISS Market Intelligence, “529 Day 2025: Top Trends in 529 Plans in 2025.” Editor’s Take: ISS Market Intelligence and Ohio’s 529 Plan, CollegeAdvantage, teamed up to create this on-demand webinar with 529 reminders, trends, and best practices. Click the link above for on-demand access to the webinar.
• 529 Insiders, “1Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of March 31, 2025.

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here; Early Bird rate available through June 27, 2025
• Hotel Room: Book in event room block here
• Agenda: Current version here
  • Sunday, September 28: Welcome Reception
  • Monday, September 29: Day 1 – 529 Essentials Seminar
  • Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
  • Wednesday, October 1: Day 3 – 529 Conference Final Half Day of Panels, Presentations & Roundtables
• Event Updates:
  • Kim DeDominicis, Portfolio Manager, T. Rowe Price, has been confirmed as a presenter on the “Investment Line-Up Trends and Outlook” 529 Conference panel.
  • Steven Johnson, Treasurer, State of Kansas, has been confirmed as a presenter on the “Outlook for 529s in 2026 & Beyond” 529 Conference panel.
    
  • Derek Ashworth, Director, Advertising Regulation, FINRA, has been confirmed as a presenter on the “Municipal Rulemaking & Advertising Regulation Overview” 529 Essentials Seminar session.
  • Ira Gluck, Vice President, Advertising Regulation, FINRA, has been confirmed as a presenter on the “Municipal Rulemaking & Advertising Regulation Overview” 529 Essentials Seminar session.
  • Luis Sierra, CFA, Vice President, Marquette Associates, has been confirmed as a presenter of the “Structuring & Evaluating the Investment Lineup” 529 Essentials session.
  • Tiffany Spudich, Chief Investment Officer, Capital Cities, has been confirmed as moderator of the “Investment Line-Up Adjustments for Market Volatility in 2025” 529 Conference panel.
  • Daniel J. Tocci, JD, Advanced Planning Consultant, Commonwealth Financial Network, has been confirmed as a presenter on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
  • John Mitchell, Director of College Savings & Deputy Chief, Financial Products, Illinois State Treasurer’s Office, has been confirmed as moderator of the “Consumer Behavior and Marketing Strategies” 529 Conference panel.
  • Rachel Biar, Deputy State Treasurer for Savings Programs, Nebraska State Treasurer’s Office, has been confirmed as moderator of the “Outlook for 529s in 2026 & Beyond” 529 Conference panel.

Please forward the e-newsletter to a friend to subscribe using the link here, or click “reply” anytime to connect or share feedback, thoughts, and ideas on the newsletter or industry trends. Cheers to creating a great day.