Issue 246:
– News & Research
– ABLE Act Column
– 529 Conference 2021

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to help institutions and financial professionals who sell and service families and employers in the college 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
Director of 529 & ABLE Research
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• 529 Insiders, “1Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2021? Read to learn more.
• ISS Insights, “529 & ABLE April 2021 Webinar.” Editor’s Take: Hosted by Paul Curley, CFA, Director of 529 & ABLE Research at ISS Market Intelligence, the webinar covered 1Q 2021 market trends in 529 and ABLE plans from a legislative, product, marketing and distribution perspective. In addition to discussing new data and research analysis on trends in ETF demand and usage in 529 savings plans, April’s webinar session spotlighted key findings from the 529 Industry Analysis 2021 report, 1Q 2021 529 & ABLE data highlights and 529 & ABLE industry announcements.
• Ohio Tuition Trust Authority, “Almost anyone can open a 529 plan.” Editor’s Take: Great message and article on how (almost) all families can save and save efficiently for education with a 529 plan. Thank you, and read to learn more about this important message.

ABLE accounts are tax-advantaged investment vehicles for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

• CalABLE, “ABLE Age Adjustment Act.” Editor’s Take: On May 20, 2021, CalABLE is hosting a webinar with California Treasurer Fiona Ma and U.S. Congressman Tony Cardenas on the ABLE Age Adjustment Act. Register today.
• ABLE Age Adjustment Act: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of April 23, 2021, the bill sponsorship was as follows:
  • Senate (S331): 1 sponsor and 9 cosponsors
  • Congress Sponsorship (HR1219): 1 sponsor and 53 cosponsors
• 529 Insiders, “1Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2021? Read to learn more.

Why & What: 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.

When: November 2-4, 2021

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

Where: Ritz-Carlton, Orlando, Florida

Updates: Registration coming soon.

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |  issgovernance.com