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
paul.curley@strategic-i.com
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:

  • Benefits Pro, “4 tips for offering a college savings plan to employees.” Editor's Take: Timely list of important steps in offering college financial planning employer benefits to employees. Read to review his suggested process, and potentially update your process as well.
  • Financial Advisor Magazine, “Despite rising tuition, Americans oblivious to 529 plans.” Editor's Take: Advisors have an increasing opportunity to add value to their clients by ensuring they prioritize, create and execute a college financial plan.
  • Center for Retirement Research at Boston College, “Student loan payments linked to 401ks.” Editor's Take: College financial planning employer benefits are on the rise.
  • Chief Investment Officer, “New bill would make matching pension contributions with student loan repayments.”

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:

  • Disability Scoop, “ABLE accounts shouldn’t impede access to housing, Feds say.” Editor's Take: HUD will exclude assets in ABLE accounts when determining access to housing programs. Read the article to learn more. Also, thank you Disability Scoop for sourcing Strategic Insight in the market data portion of the article, and much appreciated.
  • Twitter, “Tweets. Media.” Editor's Take: This section provides links to live photos and videos posted over the past week by ABLE program managers and community leader organizations, and this week includes posts by STABLE NH,. Thank you New Hampshire State Treasurer Bill Dwyer and STABLE NH Executive Director Chuck Saia for building awareness through outreach, which will help more families to successfully use ABLE accounts. Thank you for your insight and collaboration.

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
Registration Update: Take an additional $200 off our already discounted early bird rates from 5/23 to 5/29-use promotional code 529Day.

Agenda Update:

  • Marc Dextraze, Executive Director, Head of Product Development, Morgan Stanley, has been confirmed as a speaker on the “National Broker-Dealer’s View on Marketing and Distribution Strategies” 529 Conference session.
  • David Smith, CFA, Managing Partner, Marquette Associates, has been confirmed as moderator of “Investment Line-Up Trends and Outlook” 529 Conference session.
  • Jim DiUlio, Director, Wisconsin 529 College Savings Program, Chair, College Savings Plans Network (CSPN), has been confirmed as a speaker on the “Outlook for 529s in 2019 and Beyond” 529 Conference session.
  • Deborah Goodkin, Managing Director – Savings Plans, First National Bank of Omaha, has been confirmed as a speaker on the “Employer Channel Trends and Opportunities” 529 Conference session.

Read more
 
May 27th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
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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.