Editor's Picks

– 529 Insiders
– News & Research
– Data
– ABLE Act Column
– Events

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
Twitter: @PaulCurleyBC

529 Insiders

529 Day 2019 Webinar

  • On 529 Day, Strategic Insight hosted an educational webinar on the top trends in 529 plans and ABLE accounts in 2019. Click the article to watch the replay of the presentation.

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News & Research: Article Round-Up

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

  • AKF Consulting, “College Savings Nation 2019: Searching for Enhancements.” Editor's Take: AKF Consulting has released their latest report on the 529 industry landscape, which includes four key observations on industry enhancements. Read to learn more.
  • Vimeo (video), “How much should you save for your child’s education?” Editor's Take: Thank you Susie and Jeannette of Baird for creating a video on your insight on this topic, and much appreciated. Click the link to learn more.
  • Vanguard, “Saving and investing in 529 plans.” Editor's Take: Vanguard has released their latest research on 529 plans based on analysis of over $53 billion investors across 1.8 million accounts.
  • Board of Governors of the Federal Reserve System, “Report on the economic well-being of U.S. households in 2018.” Editor's Take: The report includes a number of interesting statistics on the landscape of the U.S. economy for presentations. For example, 47% of those that do not attend college do so because it is too expensive. My response is that college financial planning removes the main hurdle to college attainment. Alternatively, creating and executing a college financial plan fulfills the prophesy of college access and affordability. Have the college financial planning conversation today, and checkout the website and the report at the bottom of the page in PDF for detailed statistics.
  • Think Advisor, “Direct-Sold 529 Plans Coming to Advisor Market: Morningstar.” Editor's Take: The article provides coverage of Morningstar's newest report on 529 and ABLE accounts. Read the article to learn more, and download the report.
  • Spotify (podcast), “Get Savvy when saving for your kid or grandkid's education.” Editor's Take: Raymond James released a podcast in its channel titled “For What It's Worth” on college financial planning with Peter Greenberger, Director of Mutual Fund and 529 Plan Product Management. Thank you Peter, and click to listen and learn more.
  • Recruiter's Corner, “Product Manager – Investment Services.” Editor's Take: American Funds is seeking to hire a 529, ABLE, IRA and advisory solutions product manager in Los Angeles, California. Click the article to learn more.

Data: 1Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

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ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • 529 Insiders, “Top 10-Trends in 529 and ABLE in 2019.” Editor's Take: On 529 Day, Strategic Insight hosted an educational webinar on the top trends in 529 plans and ABLE accounts in 2019. Click the article to listen to a replay.
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos and videos posted over the past week by ABLE program managers and community leader organizations, and this week includes posts by ABLE for All (Photo 2), ABLE New Mexico and Paul Curley. Thank you for building awareness through outreach which will continue to help more families to successfully use ABLE accounts.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Registration is now open, and early bird registration rates now available until June 21, 2019

Agenda Update:

  • Phoebe Del Castillo, Sr. Product Leader – Managed Investments, Edward Jones, has been confirmed as a speaker on the “National Broker-Dealer’s View on Marketing and Distribution Strategies” 529 Conference session.
  • Jon Pagnozzi, Sales Director, CollegeInvest, has been confirmed as a speaker on the “Employer Channel Trends and Opportunities” 529 Conference session.
  • Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as presenter of the “Structuring & Evaluating the Investment Line-Up” 529 Essentials Seminar session.
  • Alex Heuer, Associate Director of Business Development & Strategic Partnerships, Peachjar, has been confirmed as a speaker on the “Direct-Sold Marketing Strategies” 529 Conference session.

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Quote of the Week

“Even saving 1% of your income in a 529 plan might seem like a small percentage, but that 1% really does add up,” said Paul Curley, director of college savings research at Strategic Insight. “As you get pay increases, you can increase the contribution, too.”
– CNBC, “Four ways to get the most out of your 529 college savings plan.” Editor's Take: Thank you Darla Mercado for covering 529s and college financial planning on 529 Day, and thank you for quoting Strategic Insight and Paul Curley in the article, and much appreciated. Read the article to learn more.

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June 3rd, 2019
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