Editor's Picks

– Special Section
– News & Research
– 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

Special Section: Round-up on Market Volatility & Coronavirus

This special section rounds up the articles released this week by 529 product providers and distributors on the recent market volatility and the coronavirus:

  • Virginia529, “Coronavirus: A Message from Virginia529”
  • Virginia529, “What Should Investors Do During Times of Market Uncertainty?”
  • Capital Group, “Capital CEO Tim Armour on weathering the coronavirus”
  • SavingforCollege, “How to Protect Your 529 College Savings Plan Right Now”
  • College Coach, “Saving and Paying for College in a Market Downturn”

Editor's Take: 529 product providers and distributors have business continuity plans in place, and are continuously improving and testing them to ensure ongoing operations is not impacted for their clients. From a market volatility perspective, the importance of saving and saving efficiently over time with automatic contributions with additional one-time and gifting contributions continues as an important, effective and efficient way for families to save, pay and repay the cost of education over the long-term. Thank you Virginia529 and Capital Group for your important messages, and we expect additional 529 product providers and distributors to share important messages in the near future as well.

News & Research: Article Round-Up

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

  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor's Take: The status board was updated to reflect a change in categorization for Arizona, Delaware, Massachusetts and New Hampshire. Click the link to review the updated status board.
  • IRS, “Publication 970 on Tax Benefits for Education.” Editor's Take: The bill language for the SECURE Act can be found here, and the IRS Publication 970 shows how the bill's language is translated and implemented into usage for tax reporting and planning purposes. Read the IRS Publication and bill language to better understand the impact of the two 529 provisions in the SECURE Act.
  • Sammy Rabbit, “Financial Literacy.” Editor's Take: Thank you Sammy for your time and insight on our call this week to discuss the importance of financial literacy among the age groups of 3-5, 5-7 and 7-10, and we appreciate your dedication in helping families to save and save efficiently. Check out the website to learn more.
  • 529 Insiders, “4Q 2019 529 and ABLE Market Sizing Highlights.” Editor's Take: Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

ABLE Act Column

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

News, Research, Data & Resources:

  • YouTube by ABLE United, “Webinar: How the Social Security Administration Views ABLE Accounts.” Editor's Take: Thank you John Finch for creating and sharing this 1-hour webinar with Tina Williams, Public Affairs Specialist with Security Security Administration. Also, thank you for publishing the “Faces of ABLE: Olivia” article here.
  • Wolf + Friends, “How to start planning for the future when you have a child with special needs.” Editor's Take: Thank you Andrew Komarow for your tips, and thank you Wolf + Friends for launching an app to help parents of special needs children.

Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, at the Ritz-Carlton Orlando, Grande Lakes.


  • 529 Essentials Agenda Update: Stacey MacPhetres, Senior Director, College Finance, Bright Horizons College Coach, has been confirmed as presenter on the “Financial Aid: Lifecyle of Planning, Saving & Paying for College” session.
  • 529 Essentials Agenda Update: Andrea Feirstein, Managing Director, AKF Consulting, has been confirmed as presenter of the “Federal Regulatory Framework” session.

Read more
March 16th, 2020
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