Issue 338

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, 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
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

529 News & Research

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

  • Webinar, “Miami presents: Inside college admissions and financial aid.” Editor’s Take: On October 18th at 12pm EST, Miami University in Ohio is providing a webinar on the admissions and financial aid process. In addition to presentations by the admissions and recruitment department at the university, Trisha Good of the Ohio Tuition Trust Authority (OTTA) will present her perspective as well. Separately, OTTA released an education financial planning success story from a guest blog writer here. Register for the webinar, learn from the webinar and article, and share.
  • My College Corner, “The FAFSA fiasco webinar.” Editor’s Take: On October 17th, John Hupalo of My College Corner is teaming up with Mark Salisbury of TuitionFit and Gregg Cohen of College Affordable Campus Bound to provide an educational webinar on the ins and outs of the new financial aid process, steps to save money on college, and more. Register today, and thank you for sharing your timely insight, John Hupalo.
  • Federal Student Aid, “Prepare for student loan payments to restart.” Editor’s Take: Student loan accruals and repayments have restarted, and this page provides information direct from the source on what you need to know, what you need to do, information on the new income-driven repayment plan, and the answers to commonly asked questions. Given the importance of saving, paying and repaying the cost of education, this page provides important information for those in the industry as well. Read, bookmark and share.
  • Federal Reserve Bank of St. Louis, “How 529 plans can help save for the future.” Editor’s Take: Solid summary of where 529s are today, and where they will be going in 2024 with the expanded capability in the pipeline. Worth a read, and for having on file in case someone is looking for an information source on 529s from the Federal Reserve Bank of St. Louis.
  • 529 Insiders, “2Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.
Events: 529 Conference 2024

Please save the date for 529 Conference 2024

  • Dates: September 30, 2024 – October 2, 2024
  • Location: Ritz-Carlton Orlando, Grande Lakes, Florida
  • Days of the Week: Monday to Wednesday
  • Welcome Reception: Sunday, September 29, 2024
  • 529 Essentials Seminar: Monday, September 30, 2024

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October 16th, 2023
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