Editor's Picks

Issue 240:
– News & Research
– 529 Conference 2021

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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 education financial planning, 529 plans and ABLE accounts.

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 529 and ABLE stories, research and data released this week:

  • Nasdaq Fund Network, “Enhance discoverability, transparency and reach for 529 college savings plans.” Editor’s Take: Congrats to Nasdaq Fund Network on launching your 529 website, and thank you for featuring our February webinar on the site. Watch the ISS webinar replay, the 52-second video on 529s from Nasdaq, and learn more about Nasdaq’s 529 initiative.
  • ISS Market Intelligence, 2020-2021 529 & ABLE Webinar Series.” Editor’s Take: Click the link to watch one of our replays such as:
    • 2020 Impact on the 529 Industry
    • Education Planning with 529 Plans
    • 529 Year-End Planning & Recap
    • 529 Advisor Channel & Stable Value Product
    • 529 Direct Channel, Demographics & Back to School
    • 529 Employer Channel
    • 529 & ABLE Product in Focus
    • 529 Day 2020 – Top Trends in 529 & ABLE
    • Legislative Update 2020
    • 529 Primer & Industry Landscape Update 2020
  • ISS Market Intelligence, “4Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: ISS reports the market sizing of 529 and ABLE in terms of assets, accounts and net flows as of December 31, 2020, and reports the top-10 529 savings plans by assets and top-5 529 savings plan program managers by assets. 
Events: 529 Conference 2021

When: November 2-4, 2021

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

Where: Ritz-Carlton Orlando
What & Why: 
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.

Updates: Please save the date of November 2-4, 2021.

March 15th, 2021
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EDITORIAL: Paul Curley
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