Editor's Picks

Issue 207:
– 2020 Webinar Series
– News & Research

– ABLE Act Column
– 529 Conference 2020

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

June 30th Webinar by Paul Curley
  • On June 30 at 1pm EST, join us for an educational webinar focused on the product structure of 529 and ABLE plans. Building upon our market insight, market data and proprietary market research, the webinar session will provide you with an overview of the unique product structures of 529 plans and ABLE accounts from an investment line-up, platform structure and functionality perspective. Diving deep into these three sections, the session not only will provide an update on conservative investment line-ups, ESG offerings, share class usage and fees, but also share insight into current customer and advisor satisfaction and product developments in demand going forward. Also, Paul Curley will highlight 529 and ABLE industry announcements, legislative updates, data and research updates, and host a Q&A session. Click the link to register for June’s webinar, and thank you for the support.
Read more
News & Research: Article Round-Up

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

  • 529 Insiders, “Target Market Analysis: Trend in Age of Beneficiaries, 2012-2020.” Editor’s Take: Click the link to learn how the age of 529 beneficiaries has changed over the last nine years based on a new proprietary survey and analysis, and how this can benefit families, 529 product providers and distributors.
  • Medium, “Wayne Weber of GiftofCollege.com: 5 things I wish someone told me before I become CEO.” Editor’s Take: Thank you Wayne for sharing your insight and perspective on lessons learned in creating the movement to obliterate student loan debt. Together we will help families to save, pay and repay the cost of education effectively and efficiently. Read the article to learn more.
  • Rooted Planning Group, “Money Education to impact college borrowing.” Editor’s Take: Becky Eason, CFP, provides a framework for lifelong financial literacy education from preschool to college. Read the article for ideas for your team as well.
  • Education Dive, “College savings plans see pandemic-related declines.” Editor’s Take: Thank you Education Dive and Linda Jacobson for quoting ISS Market Intelligence and Paul Curley in the article, and much appreciated. Read the article for a round-up of market trends in the industry.
ABLE Act Column

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

  • Center for Independent Futures, “ABLE Accounts.” Editor’s Take: Thank you JJ Hanley for your leadership, and for creating and sharing the live presented video. Watch the video on the top seven takeaways in the article, and add to your watch list.
  • 529 Insiders, “1Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: As of March 31, 2020, there were 63,743 open ABLE accounts investing $380.8 million in assets. 
  • Center for Retirement Research at Boston College, “2020 retirement and disability research consortium annual meeting.” Editor’s Take: On August 6, the consortium will be held virtually free of charge and open to the public. Click the link to review the agenda and register.
  • ISS Market Intelligence, “ABLE Summit 2020.” Agenda Updates: 
    • ABLE Summit 2020 session titles and time slots have been added to the online agenda for September 25, 2020 from 12:45pm to 5pm. Click the link to review the agenda for the virtual conference.
    • Chris McGeeGeneral Counsel, Virginia529 | ABLEnow, and Vice Chair, College Savings Foundation, has been confirmed as speaker of the “ABLE Essentials: Product Training Seminar” session.
    • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as moderator of the “ABLE Landscape: Meeting the Needs from All Perspectives” session. 
Events: 529 Conference 2020

When: September 21-25, 2020
The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem. To ensure product training, insight and networking continuity across the 529 and ABLE community while ensuring safety of our attendees, we are transitioning our event to a digital experience in 2020.

Agenda Updates:

  • Session titles and time slots have been added to the online website here.
  • Andrea FeirsteinManaging Director, AKF Consulting Group, has been confirmed as presenter of the 529 Essentials session titled, “Plan Governance & Administration Best Practices.” 
  • Chris Stack, Esq., Managing Consultant, SavingsforCollege.com, has been confirmed as presenter of the 529 Essentials sessions titled, “529 Primer & Landscape” and “Comparing College Savings Vehicles: How do 529s Stack Up?”
  • Amy SochardVice President-Advertising Regulation, FINRA, and Derek AshworthAssociate Director-Advertising Regulation, FINRA, have been confirmed as presenters of the 529 Essentials session titled, “Advertising Regulation Overview.”
  • Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as presenter of the 529 Essentials session titled, “Structuring & Evaluating the Investment Line-Up.” 
  • Stacey MacPhetresSenior Director, College Finance, Bright Horizons College Coach, has been confirmed as presenter of the 529 Essentials session titled, “Financial Aid: Lifecycle of Planning, Saving & Paying for College.” 
Read more
June 29th, 2020
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EDITORIAL: Paul Curley
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