Editor's Picks

Issue 249:
– News & Research
– 529 Conference 2021

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 college 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Director of 529 & ABLE Research
ISS Market Intelligence
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • AKF Consulting, “Covid vaccine incentives: Partnering with 529 plans for the future.” Editor’s Take: Thank you Andrea Feirstein and the AKF Consulting team for publishing the article on new initiatives by Ohio Tuition Trust Authority and Oregon State Treasury. Timely quotes by Tim Gorrell, Executive Director of Ohio’s 529 Plan CollegeAdvantage, and Oregon State Treasurer Tobias Reed, and read the article to learn more.
  • PLANADVISER, “529 Awareness is Low-And Stagnant.” Editor’s Take: The article expands upon the recent Edward Jones survey release, and highlights that the potential growth for 529s is high given the market data traction to date, size of the education funding gap, and ability of advisors to help their clients in the education financial planning process.
  • Dimensional, “529 College Savings Plans.” Editor’s Take: Dimensional Funds had released a client ready brochure on 529s, and client the link to review.
  • 529 Dash reader inquiry, “How much does someone need to save to pay for 100% of 4-years of public college?” Editor’s Take: While there are a number of different ways to answer this question, here are links to three calculators that people can use to help answer this question:
Events: 529 Conference 2021

Why & What: 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 across the 529 and ABLE community.

When: November 2-4, 2021

  • 529 Essentials: November 2
  • 529 Conference: November 3 and 4
  • ABLE Summit: November 4

Where: Ritz-Carlton, Orlando, Florida

Registration opening soon.

June 7th, 2021
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EDITORIAL: Paul Curley
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