Editor's Picks

Issue 287:
– 529 Day Webinar
– News & Research
– 529 Conference 2022

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, 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
Twitter: @PaulCurleyBC

529 Day Webinar

When: May 25, 2022 at 1pm EST 
How: Register here
What: Hosted by Paul Curley, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS Market Intelligence’s (MI) Q2 2022 529 & ABLE webinar will provide you with:
– 529 reminders, tips and best practices
– Key themes in 2022 impacting the 529 industry
– Q1 2022 529 market sizing and highlight talking points
– New industry insights from ISS MI’s annual survey of parents
– 529 & ABLE industry announcements and product enhancements
The live 45-minute event will include time for Q&A.

Read more
529 & ABLE News & Research

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

  • 529 Insiders, “1Q 2022 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2022 (March 31, 2022)? Read, learn and share.
  • Morningstar, “Vanguard Maintains Its Lead in 529 Plans.” Editor’s Take: This article is issue 4 out of a series of 5 on 529s, and includes five tables. Have a look to keep pace with some of Morningstar’s talking points on 529s.
  • Haverhill SEPAC YouTube, “ABLE Account Presentation at a Havervill, MA SEPAC Meeting.” Editor’s Take: In October 2019, Mary Rubenis of Massachusetts Education Financial Authority (MEFA) provided a live educational presentation on ABLE accounts at a Haverhill SEPAC Meeting (Special Education Parent Advisory Council). Watch the video to learn more about ABLE accounts.
Events: 529 Conference 2022

Save the Date: 529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.


  • Registration now open here
  • Venue tab includes access to event hotel room block information here
May 23rd, 2022
Contact Us
EDITORIAL: Paul Curley
Advertising: Paul Curley
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