Issue 321

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, market data 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 News & Research

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

  • WA529 (Audio), “WA529 Director Luke Minor on 96.5 JACK-FM.” Editor’s Take: Congrats to WA529 and Luke Minor for working with JACK-FM on an audio segment covering WA529 developments, the GET annual enrollment deadline and more. Listen, learn and share. 
  • Scholar’s Edge, “SECURE Act 2.0.” Editor’s Take: Thank you Scholar’s Edge for creating and sharing this three-page overview of the education financial planning benefits in the SECURE 2.0 Act ranging from employer contributions to student loans, rollovers from 529 to Roth IRAs, and using 529s for apprenticeships and student loan repayment. Timely information, and click the link to learn more.
  • Maryland529, “Save4College state contribution program.” Editor’s Take: Maryland residents may be eligible to receive up to $500 in a Maryland College Investment Plan Account through the Save4College State Contribution Program by opening an account by May 31, 2023. Click the link to learn more about the eligibility requirements and the program. 
  • Business Wire, “Fifth Third Bank surprises Louisville and Charlotte families on Fifth Third Day with Gift of College savings.” Editor’s Take: On 5/3, Fifth Third Bank provided 94 newborns born on May 3rd with a Gift of College gift cards towards a 529 account. Read the article to learn more.
  • Flywire, “Debunking 529 plan misconceptions: 5 common 529 saving plans questions answered.” Editor’s Take: Thank you Flywire for the opportunity to help raise awareness and understanding of the importance of 529s and education financial planning as we lead up to 529 Day 2023. Read the article to learn about the top 5 myths about 529s, and how to respond.
  • My College Corner, “529 Plans: A bad name for a great way to save for college … And more.” Editor’s Take: Thank you Invite Education for creating and sharing this article on the benefits of a 529 plan, where to find a 529 plan, 3 tips for making 529s work, and some fine print. Read, learn and share.
ABLE News & Research

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

  • Grow Associates (YouTube), “ABLE accounts for individuals with disabilities: Benefits and challenges.” Editor’s Take: Adam Hartwell of MEFA provides a 33-minute educational video on the ins and outs of ABLE accounts. Click, add to your channel to listen now or later, and share. In the meantime, thank you MEFA for helping to raise awareness and understanding of ABLE accounts. 
  • 529 Insiders, “4Q 2022 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 4Q 2022 (December 31, 2022)? Click the link to learn more.
Events: 529 Conference 2023

Event announcements and updates released as available:

  • Dates: 529 Conference 2023 will be held from September 19-21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Venue: Tab on event website now includes link to event room block.
  • Registration: Now open here, and please register today. Early Bird Registration Rate ends June 15, 2023. 
  • Agenda Updates:
    • Mark Chapleau, Esq., Founding Member, Chapleau Law Group LLC, has been confirmed as presenter of the “Federal Regulatory & Tax Framework” 529 Essentials Seminar session.
    • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as moderator of the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference 2023 session.
May 8th, 2023
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