Editor's Picks

Issue 204:
– News & Research
– ABLE Act Column

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

News & Research: Article Round-Up

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

  • Cision PR Newswire, “Investing in rewarding moments: Prodege acquires popular education-savings rewards business Upromise.” Editor’s Take: Congrats to Prodege and Upromise, and look forward to tracking and covering this development going forward. In the interim, Upromise helps families to earn rewards which can be used to automatically fund a 529 plan and therefore help families to save and save efficiently for future educational expenses. Click the article to learn more.
  • YouTube by Rosemary Becchi, “529 Day stories: My motivation to co-author the 529 plan.” Editor’s Take: Thank you Rosemary for co-authoring the legislation to create 529 plans, and thank you for creating and sharing the video. Also, thank you for speaking at our 529 Conference 2018 and attending our 529 Day events in 2019, and thank you for the support. Watch the video to meet Rosemary as well.
  • ISS Market Intelligence, “529 Industry Analysis 2020.” Editor’s Take: ISS Market Intelligence released the 529 Industry Analysis 2020 report on 529 Day 2020 with a new proprietary survey of over 1,000 parents fielded in March to April 2020. Key findings include current and target market demographics, as well as product, marketing, distribution and legislative updates in demand. Last but not least, the report provides a pulse update on industry trends. Click the link to learn more about subscribing to the report, and thank you for the support.
  • 529 Insiders, “1Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: The data update provides market sizing for 529 and ABLE accounts as of 1Q 2020, and click to learn more.
ABLE Act Column

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

News, Research, Data & Resources:

  • ABLE United, “The Family Cafe.” Editor’s Take: On Tuesday, June 9th at 11am EST, John Finch of ABLE United will provide insight on ABLE accounts on an online live streamed presentation for the 22nd Annual Family Cafe. Thank you John for raising awareness and understanding of ABLE accounts, and click the link to learn more and attend.
  • ABLE TN,  Educational “Webinar for Advocates” on June 9th and June 25thEditor’s Take: Thank you LaKesha Page for hosting the educational webinar on ABLE accounts for advocates and advisors. Register today to learn more.
  • YouTube, “Understanding ABLE accounts” by The ARC of Connecticut. Editor’s Take: Thank you ARC of Connecticut, Andrew Komarow of Planning Across the Spectrum and Steve Rubin of Drazen Rubin Law for creating this educational primer video on ABLE accounts, and click to learn more.
June 8th, 2020
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