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

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

• Vanguard, “Kicking the tires of a 529 glide path.” Editor’s Take: This portfolio perspectives article highlights Vanguard’s approach to 529s, the results of a recent review of the glide path, and the results from the review. Also, the article provides related links filled with timely topics. Click, read and bookmark. In the interim, thank you Vanguard for your review and analysis.
• Finance Authority of Maine (FAME), “FAME selects Vestwell State Savings and other partners to help manage NextGen 529.” Editor’s Take: On June 6, FAME announced the results of their recent RFP here. On June 12th, Vestwell announced the results here.
• 529 Insiders, “Target Market Analysis 2023: Trend of Parents Using 529s in 2023 vs 2017-2019.” Editor’s Take: What percentage of parents save for education with 529s in 2023, and how does that compare to pre-COVID levels in 2017, 2018, and 2019? Click the link to learn more.
• 529 Insiders, “ISS Market Intelligence Releases Annual 529 Industry Analysis Report.” Editor’s Take: Based on a proprietary survey of parents fielded in April 2023, this report provides an overview of the education financial planning landscape, 529 landscape, legislative impacts, demographic drivers, product developments, marketing initiatives, distribution enhancements and more. Click the link to learn more.
• 529 Insiders, “1Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.

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

• Facebook (Video), National Down Syndrome Society (NDSS). Editor’s Take: Kandi Pickard of NDSS shares their new mission statement, invites families to join NDSS Day, and talks through each part of the new mission statement. Watch, learn and grow. 
• Vestwell, “Vestwell modernizes disability savings programs.” Editor’s Take: Congrats to Vestwell on the product enhancement to ABLE programs, and click the link to learn more.
• 529 Insiders, “1Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • What: With the launch of ABLE accounts in 2016, we’re dedicating sessions at the 529 Conference 2023 to product training, networking and best practices on how organizations are involved in the ABLE industry, and how they can successfully evolve to drive growth of ABLE accounts from a consumer, legislative, product, marketing, distribution and outlook perspective. Help build momentum and join the conversation by registering for the event today. 
  • Dates: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Venue: Link to event room block here.
  • Registration: Now open here.
  • Agenda: Now available here.

• Dates: 529 Conference 2023 will be held from September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Venue: Link to event room block here.
• Registration: Now open here.
• Agenda: Now available here.
• Agenda Updates: 
  • Lael Oldmixon, M.Ed, Executive Director, Education Trust of Alaska, has been confirmed as a speaker on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference panel.
  • Kim DeDominicis, Portfolio Manager, T. Rowe Price, has been confirmed as a speaker on the “Investment Line-Up Trends and Outlook” 529 Conference panel.
  • Ryan White, CFP^®, CIMA^®, Director | 529 Plans, Product Management, Columbia Threadneedle Investments, has been confirmed as a speaker on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel.

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