Editor's Picks

Issue 268:
– 529 & ABLE News & Research
– 529 Virtual Conference 2021

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

529 & ABLE News & Research

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

  • 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor’s Take: On October 28, 2021, Illinois was updated on the status board from not allow to “allow student loans & allow apprenticeship withdrawals state tax free” per plan disclosure statements. Click the link to view the updated status board.
  • Morningstar, “The Top 529 Education Savings Plans of 2021.” Editor’s Take: Morningstar also published a press release here that focused on changes in ratings from the prior year, and I look forward to learning more about the release from Morningstar as Madeline Hume, CFA, of Morningstar is a panelist on the “529 & ABLE Investment Line-Up Trends and Outlook” 529 Virtual Conference 2021 session.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of October 30, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 71 cosponsors
Events: 529 Virtual Conference 2021

When: November 2-4, 2021

Where: Virtual

What & Why: The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem to ensure product training, insight and networking across the 529 and ABLE community.


  • Need to register? Register here.
  • Already registered? Enter Attendee Hub here.
  • Questions? Read FAQ here.
November 1st, 2021
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