Editor's Picks

Issue 265:
– 529 Virtual Conference 2021
– 529 & ABLE News & Research

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 college 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

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.

How: Register now

Agenda Announcements:

  • Margaret LeungManaging Director, Head of Specialist Distribution, ETS & 529s, Nuveen, has been confirmed as moderator of the “Business Building with 529s” 529 Conference panel.
  • Lael Oldmixon, Executive Director, Alaska 529 & UA Scholars Program at University of Alaska, has been confirmed as moderator of the “New Strategies in the Direct & Employer Channels” 529 Conference panel. 
  • Mary Morris, Chief Executive Officer, Virginia529 and ABLEnow, has been confirmed as a speaker on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference panel.
  • John Mitchell, Director, College Savings, Office of the Illinois State Treasurer, has been confirmed as moderator of the “Product Strategy, Trends and Outlook” 529 Conference panel.
  • Rachel Biar, Assistant State Treasurer, NEST 529 College Savings Program Director, Nebraska State Treasurer’s Office, has been confirmed as moderator of the “Legislative & Regulatory Developments” 529 Conference panel.
  • JJ Hanley, Director, IL ABLE, Office of the Illinois State Treasurer, has been confirmed as a speaker on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Summit panel.
  • Mark Struthers, CFP®, CFA, Founder and Financial Advisor, Sona Wealth, has been confirmed as a speaker on the “Business Building with 529s” 529 Conference panel.

Agenda/Session Titles:

  • Chairman’s Welcome and State of the 529 & ABLE Industry
  • 529 Primer & Landscape
  • Federal Regulatory Framework; Plan Governance Best Practices; Structuring the Investment Line-Up
  • Tax Benefits & Planning
  • Financial Aid: Lifecycle of Saving, Paying & Repaying for College
  • Municipal Rulemaking & Advertising Regulation Overview
  • State’s Perspective on Industry Trends and Building Momentum
  • Product Strategy, Trends, and Outlook
  • New Strategies in the Direct & Employer Channels
  • National Broker-Dealer’s View on Product, Marketing & Distribution Strategies
  • Keynote Address Sponsored by Backer; Fintech for 529s: Enabling the Next Generation of Savers
  • Legislative & Regulatory Developments
  • Business Building with 529s
  • 529 & ABLE Investment Line-Up Trends and Outlook
  • ABLE Implementation: Product, Marketing & Distribution Perspective
529 & ABLE News & Research

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

  • Futurity, “How families are spending the expanded child tax credit.” Editor’s Take: 41.9% of parents intend to use the Child Tax Credit to contribute to their children’s college fund. Read the headline article, or view the report that provides a deep-dive into the data here
  • IRS, “ABLE accounts: A valuable financial solution for people with disabilities.” Editor’s Take: On October 6, 2021, IRS issued Tax Tip 2021-148 on ABLE Accounts in relation to annual contribution limits, Saver’s credit, rollovers from 529s, qualified expenses and links to help build awareness and understanding of ABLE. Read, bookmark, and share.
  • Capital Cities, “Position Available: Manager of Investment Research.” Editor’s Take: Capital Cities is growing and looking to hire a new Manager of Investment Research based in Indianapolis, Indiana. Click the link to learn more.
  • 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 8, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 70 cosponsors
October 11th, 2021
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EDITORIAL: Paul Curley
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