529 Dash, Required Reading for Your 529 Education: 
The 529 Dash e‑newsletter helps institutions, financial professionals, employers, and families navigate education financial planning by sharing timely industry news, product insights, market data, and best practices while promoting awareness of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com

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

• Salesforce, “Florida Prepaid’s call center never closes thanks to Agentforce Voice.” Editor’s Take: Thank you Florida Prepaid for improving ease of use of 529s and education financial planning. Great news for families, and congrats to the Florida Prepaid team. Click the link to learn more.
• Kiplinger, “School’s out — and summer is the perfect time to reassess your 529 plan.” Editor’s Take: Thank you to Kiplinger for highlighting the key trends in 529 plans and how they are helping families more than ever before. Read the article to learn how 529s are expanding across qualified expenses, target markets, and evolving family goals.
• ISS Market Intelligence, “529 Industry Analysis 2026.” Editor’s Take: The “529 Industry Analysis 2026” is ISS Market Intelligence’s 34^th study on education financial planning, and based on a new proprietary survey fielded in April 2026. Its purpose is twofold:
  • Equip education savings industry stakeholders with a forward-looking qualitative and quantitative analysis of the most consequential trends shaping industry growth over the next five years.
  • Translate those insights into actionable initiatives that enable product providers and distributors to modernize and scale up their legislative engagement, product design, marketing approach, and distribution strategies—ensuring tighter alignment with the needs of investors, families, employers, and advisors and, therefore, to accelerate growth of both their plans and the industry.
  • Please contact ISS Market Intelligence to learn more about the report and how to subscribe to the report.
• ISS Market Intelligence, 529 Day 2026 Webinar Replay on “529 in Focus: 3 Key Trends Shaping the Future of Education Savings in 2026.” Editor’s Take: Thank you Trisha Good and Ohio 529 CollegeAdvantage for the opportunity to collaborate on the 529 Day 2026 webinar. Click the link to watch the full webinar replay, read the summary and learn more.
• 529 Insiders and planadviser, “1Q 2026 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of March 31, 2026

• Register: Here; Early Bird Rate Ends June 26th
• Dates: September 23–25, 2026
• Location: JW Marriott Nashville
• Hotel Room Block: Book Here
• Event Website: Link
• Agenda: Link
• Event Updates: 
  • Thank you J.P.Morgan Asset Management for your support of the event as a Presenting Sponsorship
  • Thank you Fidelity Investments for your support of the event as a Branding Sponsor
  • Thank you Orion for your support of the event as a Branding Sponsor
  • Tricia Scarlata, Head of 529 Education Savings, J.P.Morgan Asset Management, has been confirmed as a panelist on the “Product Strategy Trends and Outlook” 529 Conference session.

Please consider forwarding this e‑newsletter to a colleague and encouraging them to subscribe using the link here.