Editor's Picks

Issue 270:
– 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

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

  • 529 Insiders, “3Q 2021 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of September 30, 2021? Click the link to learn more.
  • YouTube Video by Morningstar, “Investing insights: The latest on 529 plans and insights from portfolio makeover week.” Editor’s Take: Adam Millson of Morningstar provides his take on their recent 529 rating updates, and watch the video to learn more. 
  • Bangor Savings Bank, “Maine ABLE.” Editor’s Take: Congrats to Maine for launching Maine ABLE with Bangor Savings Bank for residents of Maine. Click the link to learn more about the plan. 
  • 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 November 19, 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. Agenda and speaker line-up are here.
How to Access Replay of Sessions On-Demand:

  • Registered? For those registered for the 529 Virtual Conference 2021, click here to enter the event’s Attendee Hub where you can view replays of sessions until February 2, 2022. 
    • Instructions: 
      • Go to Attendee Hub, click Schedule, click All Sessions, click session name, and then ‘Replay’ button.
      • Or go to Attendee Hub, click On Demand, click session name.
  • Not Registered? Register here

Questions: Read FAQ here.

November 22nd, 2021
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EDITORIAL: Paul Curley
Advertising: Paul Curley
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