Editor's Picks

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

News & Research: Article Round-Up

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

  • CollegeAdvantage, “Test your 529 knowledge during financial literacy month.” Editor's Take: Thank you Ohio Tuition Trust Authority for creating and sharing this test. Also, congrats on the 30-year anniversary. Check out the test today!
  • Plansponsor, “Personal Savings Rates Actually Jumped in March.” Editor's Take: The U.S. personal savings rate increased to 13.1% in March 2020, which is substantially higher than recent percentages. While still lower than percentages in the 1970's, a rise in savings rate overall is bullish for financial goals such as saving for retirement, education, health, home purchases, travel, vacations and other goals. Read the article to learn more about the data and other recent survey releases.
  • Financial Planning Association (FPA), “The financial impact of not using 529 plans, and behavioral interventions to increase usage.” Editor's Take: Interesting article on how to encourage clients to save and save efficiently for education.
  • Apple, “Cashback for College.” Editor's Take: Congrats to GiftofCollege.com on creating and launching an app that provides cashback for college on daily purchases. Click to learn more.
  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor's Take: New York was updated from the category of “Not clear or decision pending” to “Not allow student loans & not allow.” Click to review the current status board.
  • ISS Market Intelligence by 529 & ABLE Solutions, “529 & ABLE Legislative Update Webinar – Replay.” Editor's Take: Click the link to view a recording of the April 529 webinar by Paul Curley, and thank you for the support.

ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • Social Security Administration, “Economic impact statements for social security and SSI recipients – Steps to take and schedule of payments.” Editor's Take: Timely educational and informative article, and read to learn more.
  • ISS Market Intelligence by 529 & ABLE Solutions, “529 & ABLE Legislative Update Webinar – Replay.” Editor's Take: Click the link to view a recording of the April 529 webinar by Paul Curley, and thank you for the support.
  • YouTube Video by Mary Rubenis of MEFA and Federation for Children with Special Needs (FCSN), “ABLE Accounts with MEFA.” Editor's Take: Thank you Mary, MEFA and FCSN for creating and sharing this 17-minute video to help raise awareness and understanding of ABLE accounts, and much appreciated.
  • YouTube Video by Andrew Komarow and Connecticut Family Support Network (CTFSN), “ABLE accounts in Connecticut.” Editor's Take: Thank you Andrea and CTFSN for your time and insight in raising awareness of ABLE accounts and special needs planning from the adviser perspective, and much appreciated. Click to learn more.

Events: 529 Conference 2020

Save the Date: 529 Conference 2020 will be held from September 24-26, 2020, at the Ritz-Carlton Orlando, Grande Lakes.


  • 529 Conference Agenda Update: Michael Fitzgerald, State Treasurer, State of Iowa, has been confirmed as a panelist on the “State's Perspective on Industry Trends and Building Momentum” panel.
  • 529 Conference Agenda Update: Tamara Salmon, Associate General Counsel, Investment Company Institute (ICI), has been confirmed as moderator of the “Legislative & Regulatory Developments” panel.
  • 529 Conference Agenda Update: Rachel Biar, Assistant State Treasurer, Nebraska State Treasurer’s Office, and Vice Chair, College Savings Plan Network (CSPN), has been confirmed as a panelist on the “Outlook for 529s in 2021 and Beyond” panel.

Read more
May 4th, 2020
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