Editor's Picks

– 529 Day Webinar
– News & Research
– 1Q 2020 Market Sizing Data

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
Director of Savings Research
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

529 Day Webinar by Paul Curley
  • On 5/29/2020, join us on 529 Day for an educational webinar on the top trends in 529 plans and ABLE accounts. The session will discuss where the college financial planning and ABLE industries are today and what trends we see impacting the industry landscapes going forward. Also, Paul Curley will highlight 529 and ABLE industry announcements, legislative updates, data and research updates, and host a Q&A session. Click the link to register for May’s webinar, and thank you for the support.
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News & Research: Article Round-Up

Here is what you need to know from 529 and ABLE stories, research and data released this week:

  • CollegeInvest, “Covid-19 college refunds.” Editor’s Take: Thank you CollegeInvest for an overview of best practices relating to what do with college refunds relating to COVID-19. The article has been added to the 529 Insiders “Round-up on Market Volatility & Coronavirus” article here, and read the informative update to learn more.
  • Choose FI, “529 college savings plans: What you need to know.” Editor’s Take: Thank you Choose FI for raising awareness and understanding of 529s and education financial planning by publishing this product overview for your audience. Read the article for a primer.
  • The College Funding Coach, “The current state of 529 plans and ABLE accounts: What you need to know” Workshop Webinar on 529 Day at 1pm. Editor’s Take: In this unprecedented pandemic time, Paul Curley and Brock Jolly will discuss the past, present, and future of 529 plans and ABLE Accounts. Learn critical updated information. This is important whether you have a 529 plan/ABLE account or are considering opening one for your children. Thank you for the opportunity Brock, and click the link to register today.
  • ISS Insights, “529 & ABLE legislative update.” Editor’s Take: Watch a replay of Paul Curley’s 529 Webinar Series from April 2020 for an update on 529 and ABLE industry and legislative trends.
Data: 1Q 2020 529 and ABLE Market Sizing Update
  • Here is the latest 529 and ABLE market data that can be used by the media and other organizations.
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May 26th, 2020
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