Issue 288:
– 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Municipal Securities Rulemaking Board (MSRB), “Investor’s Guide to 529 Savings Plans.” Editor’s Take: MSRB has created and distributed a new version of its Investor’s Guide 529 Savings Plans with several updates, changes and new story boards. Read, bookmark to reference later and share.
• Institutional Shareholder Services via YouTube, “529 Day Webinar.” Editor’s Take: On May 25, 2022, Paul Curley, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, provided a 529 webinar on:
  – 529 reminders, tips and best practices
  – Key themes in 2022 impacting the 529 industry
  – Q1 2022 529 & ABLE market sizing and talking points
  – New industry insights from ISS MI’s annual survey of parents
  – 529 & ABLE industry announcements and product enhancements
• Flywire, “Education payments leaders share advice on minimizing paper checks by digitizing 529 disbursements.” Editor’s Take: The article discusses how and why the industry is improving the ease of using 529s, and provides a link to a webcast from PDG’s College & University Bursars SFS Virtual Conference with Dave O’Brien of Flywire, Tim Riley of Purdue University, and Paul Curley of ISS Market Intelligence. Read, listen and share.
• 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.

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

Updates: 

• Registration now open here; Early Bird registration rate available until June 16, 2022
• Venue tab includes access to event hotel room block information here

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