Editor's Picks

Issue 218:
– Events: 529 Conference 2020
– News & Research

– 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 institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

Events: 529 Conference 2020
  • How: Registration open until September 16th at 529Conference.com
  • What: 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. The pre-conference ‘Essentials Seminar’ provides an understanding of the granular fundamentals of 529 plans in light of a constantly evolving market including the recent federal legislative developments, and the post-conference ‘ABLE Session’ delivers key market intelligence and presentations to support the successful implementation and growth of ABLE accounts.
  • When: September 21-25, 2020
  • Where: Virtual
  • Who: Entire 529 and ABLE ecosystem
News & Research: Article Round-Up

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

  • Senate Majority Leader, “S.178.” Editor’s Take: U.S. Senate has introduced legislation that would if passed as is expand 529 qualified distributions to fund “home school and additional elementary and secondary expenses.” We will continue to track and report on this bill as potential legislation develops. In the interim, the potential development is broadly positive and an example of momentum towards continued strengthening and broadening of 529 plans to help families to save and pay for educational expenses. More to come.
  • PA Treasury Department Webinar, “Offer PA 529 to your employees for free.” Editor’s Take: On September 17th at 12pm EST, PA Treasury Department is hosting a webinar for HR professionals to learn more about how they can implement a voluntary benefit to support their employees to save for educational costs. The webinar will cover implementation, communication strategies and answer any questions. In the interim, thank you PA Treasury Department for speaking at this year’s 529 Conference 2020.
  • Raymond James, “Which education expenses are considered qualified.” Editor’s Take: Thank you Raymond James for covering an overview of the fundamentals, and an update on common questions such as K-12 considerations, greek life, and foreign schools. Read, learn and grow.
ABLE Act Column
  • ABLE Summit 2020 by 529 & ABLE Solutions of ISS Market Intelligence
    • How: Registration open until September 16th at 529Conference.com
    • What: The fifth annual ABLE Summit delivers key market intelligence, product training and networking opportunities to support the successful implementation and growth of ABLE accounts and the industry’s stakeholders.
    • When: September 25, 2020
    • Where: Virtual
    • Who: Entire ABLE ecosystem
  • Boston College Center for Retirement Research, “Why the mix of disabilities is changing.” Editor’s Take: Timely topic as the industry discusses demographics, and the shift in demographics and therefore potential change in users of ABLE accounts over time. Read, learn and grow.
  • Today, “How to teach children about disability, at every age.” Editor’s Take: Timely discussion around education, demographics and communication during the back-to-school season. Great read and enjoy.
September 14th, 2020
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