529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash e-newsletter is to help institutions, financial professionals, employers, and families 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
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com
X/Twitter: @PaulCurleyBC

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

• Federal Reserve Bank of New York, “Household Debt and Credit.” Editor’s Take: Student loans increased to $1.65 trillion with 9.4% of that amount over 90 days delinquent as of September 2025. 529 plans provide an opportunity for families to get ahead of student loans and mitigate their impact through their tax-advantages, financial aid benefits, and estate planning benefits, and the influx of enhancements such as incentives, gifting functionality, mobile apps, distribution/contribution functionality, operational enhancements, employer matching, expanding qualified expenses, and more provide an even larger positive impact for families. In short, save and save efficiently with 529s to mitigate the impact of student loans on your college fund. Have the education financial planning conversation today.
• Fidelity Investments, “Chart of the week: Charting college costs.” Editor’s Take: This week’s chart by Fidelity Investments shows the annual cost of college attendence from 2011 to 2022. Clearly, the rising cost of education drives demand for planning, saving and planning for educational costs, and thank you Fidelity Investments for raising the awareness and prioritization of education financial planning.
• Commonwealth Savers, Press Release – “Commonwealth Savers partners with Stripe to modernize Invest529 gift contribution platform.” Editor’s Take: On October 21, 2025, Commonwealth Savers announced a strategic partnership with Stripe to modernize its online contribution system for Invest529 by allowing gift card purchases and contributions via debit and credit cards by accountowners, friends and family with a scheduled launch set in late 2025. Click the link to read the press release, and we are including here again in this week’s 529 Dash to ensure our audience is aware of this development.
• 529 Insiders, “2Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of June 30, 2025.

529 Conference 2026 – Save the Date:

• Dates: September 23–25, 2026
• Location: JW Marriott Nashville
• Information: Please contact Paul Curley if you have any questions about the event such as registration, sponsorship options, agenda, format, and more.

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