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, market data 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• 529 Insiders, “1Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.
• The Education Plan, “First annual saving for success award recipients announced.” Editor’s Take: New Mexico Community Trust and The Education Plan announced the 19 recipients of the new college savings award program with a mission to make higher education more affordable and accessible. Click the link to learn more about the award amount, the Jack Beaty Educational Scholarship Foundation and more.
• Ohio’s 529 CollegeAdvantage, “CFO/CIO Trisha Good Named As Interim Ohio 529 Executive Director.” Editor’s Take: Congrats to Ohio 529 for naming Trisha Good to lead the Ohio Tuition Trust Authority (OTTA) and managing the board’s overall operations. Click the link to learn more.
• The College Investor, “New interest rates on Federal student loans for 2023-2024.” Editor’s Take: As the student loan interest rates increase to 8.048% for Federal Direct Parent PLUS Loan, so does the importance of optimizing 529 savings rates to decrease or potentially eliminate the need for student loans. Click the link to learn about the different interest rates for different types of loans. 
• Business Wire, “Fisher-Price partners with Concerto Card company to launch new college savings Mastercard—Helping families turn everyday spending into 529 education savings that’s easy as 1-2-3.” Editor’s Take: Congrats to GiftofCollege on the launch of this new partnership and click the link to learn more.

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

• 529 Insiders, “1Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.
• AKF Consulting, “ABLE America 2022.” Editor’s Take: Congrats to Andrea Feirstein and AKF Consulting on creating and releasing another annual market report on ABLE. This year’s report includes two observations on the current state of the industry, as well as two future considerations on the outlook of the industry. Always insightful, and so do read, learn and share.

Event announcements and updates released as available:

• Dates: 529 Conference 2023 will be held from September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Venue: Tab on event website now includes link to event room block.
• Registration: Now open here, and please register today. Early Bird Registration Rate ends June 15, 2023.
• Agenda: 529 Essentials 2023 agenda has been posted online here.
• Agenda Updates:
  • Brea Tabernik, Product Leader; 529 and DAF Strategy, Managed Investments, Edward Jones, has been confirmed as a speaker on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel.
  • Jenny Beach, CFP®, CPWA®, Manager | Wealth Management, Plante Moran, has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.

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