Editor's Picks

Issue 281:
– News & Research
– Webinar Replay by 529 & ABLE Solutions
– 529 Conference 2022: Save the Date

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 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, 
ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • Office of the Arizona State Treasurer, “Ascensus/Goldman Sachs Named New AZ529 Advisor Plan Provider.” Editor’s Take: Industry announcement on the management of the AZ529 advisor-sold plan. Read to learn more.
  • AKF Consulting, “The word today: Where to state administrators start?” Editor’s Take: Great insight, perspective, and questions on how state agencies and product providers can approach the Russia-Ukraine crisis.
  • Baird on YouTube, “Perspectives on Education Planning.” Editor’s Take: Thank you Jeannette Haen, Education Planning Consultant with Baird, for sharing your perspective on the importance of education financial planning, how to respond to common questions, and how best to prepare for educational expenses. Watch, learn, and grow.
  • Listen Notes, “How to use a 529 plan for student loans.” Editor’s Take: The College Investor podcast by Robert Farrington provides an overview of the rationale, steps, and key rules needed to know when using 529 assets to paydown student loan debt. Listen, learn, and grow.
Webinar Replay by 529 & ABLE Solutions
  • ISS Insights, “Trends in 529 Distribution and Analytics.” Editor’s Take: On February 16, 2022, ISS Market Intelligence’s (MI) Q1 2022 529 & ABLE webinar was hosted by Paul Curley, Associate Director of 529 & ABLE Solutions at ISS Market Intelligence, and Devin McCarthy, Managing Director at Nasdaq Fund Network. The webinar provided an update on 529 and ABLE analytics, industry updates, distribution trends and key themes in 2022. Watch the replay to learn more.
Events: 529 Conference 2022 - Save the Date

Save the Date: 529 Conference 2022 will be held from September 12-14, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.

March 14th, 2022
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