Editor's Picks

– 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • DC Dimensions by Dimensional Fund Advisors, “To omnibus or not to omnibus: Pros and cons of a special IRA solution.” Editor's Take: The article focuses on IRAs, but provides insight on the pros and cons of more and more 529 plans and broker-dealers utilizing omnibus accounting and other operational enhancements. Click the article to learn more.
  • The Nutrionist Reviews, “How to save for your kid's college.” Editor's Take: The article provides an uplifting story about how families can save and save efficiently for college. Timely article given the market volatility, and so an appreciated article. Thank you.
  • Ohio Tuition Plan Authority, “Blue Jackets & Ohio’s 529 plan team up for the college savings assist.” Editor's Take: The Columbus Blue Jackets and Ohio's 529 Plan of CollegeAdvantage have teamed up to provide a college savings sweepstakes. Click to learn more, and potentially enter to win.
  • 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:

  • Life at iLevel, “ABLE for disabled people” by Madonna Long. Editor's Take: Thank you for the educational overview to ABLE accounts, and for helping to build awareness and understanding of ABLE accounts and special needs planning. Click to learn more from a disability advocate's perspective.
  • National Association of State Treasurers (NAST), “Achieving a Better Life Experience.” Editor's Take: Thank you NAST for quoting and sourcing ISS Market Intelligence on its impressive ABLE advocacy page, and much appreciated. Looking forward to the ABLE sessions that this year's Treasury Management Training Symposium in Oregon in June, and click the link to learn more. See you there.

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.

Updates:

  • 529 Essentials Agenda Update: Andrea Feirstein, Managing Director, AKF Consulting, has been confirmed as presenter of the “Plan Governance & Administration Best Practices” session.
  • 529 Essentials Agenda Update: Chris Stack, Esq., Managing Consultant, SavingforCollege.com, has been confirmed as presenter of the “529 Primer & Landscape” and “Comparing College Savings Vehicles: How do 529s Stack Up?” session.
  • 529 Essentials Agenda Update: Jamie Canup, Partner/Principal, Hirschler Fleischer, has been confirmed as presenter of the “Tax Benefits & Planning” session.
  • 529 Essentials Agenda Update: Paul Curley, Director of Savings Research, ISS Market Intelligence, has been confirmed as presenter of the “Opening Remarks” and “Closing Remarks” session.
  • The agenda for the 529 Essentials Seminar is now on the 529 Conference website.
  • Registration is now open, and there is an early bird rate available now through June 19, 2020.

Read more
 
March 9th, 2020
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EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
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austin.ulep@issmarketintelligence.com
   
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