Editor's Picks

– News & Research
– Data
– ABLE Act Column

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions who sell and service 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 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Morningstar, “Rating the Top 529 College Savings Plans.” Editor's Take: Thank you for sharing your insight on the industry, and for raising awareness of the need and importance of college financial planning and 529 plans.
  • Restaurant Business, “Chipotle expands its tuition assistance program.” Editor's Take: In addition to this announcement, Forbes recently published an article titled, “Why companies like Starbucks, Taco Bell, Disney and Cigna are paying for college: A better bottom line.” Together, college financial planning employer benefits are on the rise and getting more press, which provides you with an opportunity to add value to plansponsors by helping them evaluate and set up those types of beneifts. Read the articles to learn more.
  • Boston College Center for Retirement Research, “How would more saving affect the national retirement risk index?” Editor's Take: The most effective and efficient way to acheive financial goals is earn more, spend less and invest the difference wisely.
  • Think Advisor, “Saving for college requires a 'tricky balance': Morningstar's Benz.” Editor's Take: Timing of contributions and risk levels of assets are important factors to decide upon in the college financial planning process. Click the article to learn more.

Data: 2Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • 2020 Disability Policy Seminar, “Save the Date.” Editor's Take: The save the date for the 2020 event has been announced with dates of March 23-25, 2020. In the 2019 event, there was a 75-minute ABLE panel labeled, “ABLE Act – It's Time for Expansion.” Look forwarding to seeing if the 2020 agenda includes ABLE accounts.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you ABLEnow and STABLE for helping to build awareness and understanding of ABLE accounts.
  • NAST, “New leadership elected for 2020”

October 28th, 2019
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