Issue 323

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

529 News & Research

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

  • Fidelity Investments, “Webinar: Understand how to save for your child’s education with a 529 plan.” Editor’s Take: On May 23rd at 12pm EST, Fidelity Investments will host a webinar on how 529s can help families in the education financial planning process with highlights on fundamentals of 529s, investment opportunities and gifting. The session will be presented by Rita Assaf, Anthony Durkan and Cory Latham, and please register today.
  • BlackRock, “Debunk the myths.” Editor’s Take: This 2-pager provides 10 myth busters. I particularly appreciated myth #6. Go down the list, and see if you have a favorite as well. Read, learn and share.
  • 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.
ABLE News & Research

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

  • KBRX, “Nebraska Enable Plan announces mobile offices.” Editor’s Take: Nebraska’s Enable Savings plan will hold mobile offices via Zoom for seven locations the week of May 22nd. Click the link to learn more about the mobile offices and ABLE.
  • Maryland ABLE, “Updates to the Maryland ABLE Program.” Editor’s Take: On May 24th at 6pm EST and May 25th at 10am EST, Maryland ABLE will host webinars on product enhancements to the program. Click the link to attend and learn more. 
  • 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.
Events: 529 Conference 2023
  • 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: 529 Essentials 2023 on September 19, 2023, will include the following sessions:
    • Opening Remarks
    • 529 Primer & Landscape
    • Federal Regulatory & Tax Framework
    • Networking Refreshment Break
    • Plan Governance & Administration Best Practices
    • Structuring & Evaluating the Investment Lineup
    • Lunch sponsored by T. Rowe Price
    • FINRA Advertising Overview
    • Municipal Securities Rulemaking Board (MSRB) Overview
    • Networking Refreshment Break sponsored by MFS
    • Financial Aid
    • Comparing College Savings Vehicles: How do 529s Stack Up?
 
May 22nd, 2023
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising: Paul Curley
paul.curley@issmarketintelligence.com
   
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