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

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

• 529 Insiders, “3Q 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.
• Morningstar, “Morningstar’s guide to 529 plans.” Editor’s Take: On November 10, 2025, Morningstar released their 2025 ratings of 529s plans. Coverage includes 59 of 92 529 savings plans, and the 2025 ratings feature one upgrade, four downgrades and an expanded disclosure on pillar ratings. Special thank you to Morningstar for presenting at the 529 Conference 2025, and you can see photos of the session in the LinkedIn post here.
• Rich Habits, “Smart money habits at every stage of your life.” Editor’s Take: One system that has helped many families to successfully achieve their education financial planning goals is to automatically contribute a certain percentage of one’s income into a 529 account. Read the article, and have the conversation today.
• Edvest529, “Give the gift of a brighter future and get up to a $100 bonus.” Editor’s Take: New Edvest 529 accounts opened between November 17th and December 5th are eligible to receive a $50 or $100 bonus if they meet certain criteria. The holiday season is an optimal time of year to think about providing the lifelong gift of education through 529s as opposed to clutter creating toys. Click the link to learn more.

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, sponsorships, agenda, format, and more.

Please forward the e-newsletter to others to subscribe using the link here, or click “reply” anytime to connect or share feedback, thoughts, and ideas on the newsletter or industry trends. Cheers to creating a great day.