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Issue 402
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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
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News, Research & Market Data Released
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Here is what you need to know from stories, research, and data released this week:
- 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.
- AKF Consulting, “The new ABLE: Distribution Opportunities Abound.” Editor’s Take: Thank you AKF Consulting for creating and sharing this industry update on ABLE accounts which includes three key provisions and a timely takeaway for industry stakeholders. Read the report for the latest update.
- Kiplinger, “One family’s 529 journey: A guide to smart college savings, from a parent who’s also a financial professional.” Editor’s Take: Thank you James Martielli, CFA, CIMA, Head of Investment Product at Vanguard, for sharing your story on saving and paying for your three beneficiaries to go to college. The article includes insight from a recent Vanguard survey, and provides insight on key steps to create and execute a successful education financial plan. Read, learn and share.
- SIFMA, “The future of investment advice: Voice of investor satisfaction, trust and advocacy (VISTA) study.” Editor’s Take: Thought not directly related to 529s or education financial planning, the executive summary does provide some data and insight on demographics and how families broadly save. To learn more, you can download the study from the link.
- 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.
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Events: 529 Conference
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529 Conference 2025 – Special Thank You to the Sponsors:
529 Conference 2026 – Save the Date:
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