Editor's Picks

– Upcoming 529 Day Webinar
– News & Research
– Data
– 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
Editor-in-Chief of 529 Dash
Director of Savings Research
Twitter: @PaulCurleyBC

Upcoming 529 Day Webinar by Paul Curley from NYC - Save the Date

Join us on 529 Day, Wednesday, May 29th, for a live educational presentation by Paul Curley from New York City on the Top-10 Trends in 529 plans and ABLE accounts in 2019. Some of the topics of discussion will include:

  • Where is the college financial planning and special needs planning industry today from a legislative, product, marketing and distribution perspective?
  • What trends do we see impacting the 529 and ABLE industry landscape going forward?
  • Question and answer session with a live audience and webinar attendees

Click the link below to register, and see you there.

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News & Research: Article Round-Up

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

  • Consumer Reports, “Borrowing for college just got a little less expensive.” Editor's Take: The interest rates on federal student loans for undergraduate, graduate and parent PLUS loans are decreasing in the 2019-2020 academic year. Read the article to learn more.
  • Planadviser, “Another bill proposed as Senate committee hearing brings calls for retirement action.” Editor's Take: RESA legislation would potentially include a provision that would allow employers to offer match contributions to employee's student loan debt repayments. As student loan debt has become a hurdle for families trying to save for retirement, the prioritization of college financial planning has increased and the perspective that college financial planning has become a retirement financial planning issue has become stronger.
  • Think Advisor, “Want to attract young workers? Help them with student debt.” Editor's Take: New survey data reports that college financial planning is included as a top-three employer benefit in demand by millennials.
  • The College Investor, “How to pay for college: The best order of operations.” Editor's Take: Thank you Robert for helping families to save and save efficiently for college. Timely list to consider when creating your playbook for clients on how to save and pay for college. Read the article to learn more.
  • Recruiter's Corner, “Director, Savings Plan Sales.” Editor's Take: First National Bank of Omaha is seeking to expand their sales and customer services team. The person will be responsible for engaging the bank, employer, CPA, RIA and community channels. Click the article to learn more.

Data: 1Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

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ABLE Act Column

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

News, Research, Data & Resources:

  • IRS, “Publication 907.” Editor's Take: Important document on how ABLE accounts operate. Read as a refresher, or to learn more.
  • 529 Insiders, “Reader’s Perspective: Question and Answer with Minoti Rajput, founder and principal advisor of Secure Planning Strategies and Author of Beyond a Parent’s Love.” Editor's Take: Read the article to learn how this author and financial advisor views special needs planning and ABLE accounts in terms of helping families to save and plan for their future.
  • 529 Insiders, “Reader’s Perspective: Question and Answer with Brynne Conroy, Founder of Femme Frugality and Author of The Feminist Financial Handbook.” Editor's Take: Read the article to learn how this author views ABLE accounts and 529 plans in terms of helping families to save and save efficiently.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Registration is now open, and early bird registration rates now available until June 21, 2019

Agenda Update:

  • Richard Polimeni, Director of Education Savings Programs, Bank of America, Chair, College Savings Foundation, has been confirmed as a panelist on the “National Broker-Dealer’s View on Marketing and Distribution Strategies” 529 Conference session.
  • Stuart Spielman, Esq., Senior Vice President, Advocacy, Autism Speaks, has been confirmed as a panelist on the “ABLE Outlook: Challenges & Opportunities” ABLE Summit session.
  • Wayne Weber, CEO, GiftofCollege.com, has been confirmed as a panelist on the “Employer Channel Trends and Opportunities” 529 Conference session.
  • Fernando Diaz, Chief Financial Product Officer and Executive Director of College Savings, Illinois State Treasurer Michael W. Frerichs, has been confirmed as a panelist on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.

Read more
May 20th, 2019
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This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.