Editor's Picks

Issue 263:
– 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: $500 per person for the event; Registration coming soon


  • We are in the process of pivoting the 529 Conference 2021 from an in-person to a virtual event. In addition to a safer route for the 529 & ABLE community, we are opening up our event to a larger audience and are excited to work with a new platform with a dedicated tech support team while continuing to provide the product training and market intelligence the 529 & ABLE industry needs to grow.
  • New Agenda Announcements:
    • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of the “Plan Governance & Administration Best Practices” 529 Essentials session and moderator of the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.
    • Chris Stack, Esq., Managing Consultant, Saving For College, has been confirmed as a presenter of the “529 Primary & Landscape” 529 Essentials session and moderator of the “National Broker-Dealer’s View on the Marketing and Distribution Strategies” 529 Conference session.
    • Mark Chapleau, Founding Member, Chapleau Law Group LLC, has been confirmed as presenter of the “Federal Regulatory Framework” 529 Essentials session.
    • Jamie Canup, Assistant General Counsel & Legislative Counsel, Virginia Economic Development Partnership, Commonwealth of Virginia, has been confirmed as presenter of the “Tax Benefits & Planning” 529 Essentials session.
    • Julie Shields-Rutyna, Director of College Planning, Education, and Training, MEFA, has been confirmed as a co-presenter of the “Financial Aid: Lifecycle of Saving, Paying & Repaying” 529 Essentials Session.
    • Stacey MacPhetresSenior Director, Education Finance, Bright Horizons College Coach, have been confirmed as a co-presenter of the “Financial Aid: Lifecycle of Saving, Paying & Repaying” 529 Essentials Session.
    • Jordan LeeFounder & CEOBacker, has been confirmed as the presenter of the “Keynote Address Sponsored by Backer; Fintech for 529s: Enabling the Next Generation of Savers” 529 Conference session
    • Madeline Hume, CFA, Analyst, Multi-Asset/Alternatives Manager Research, Morningstar Research Services LLC, has been confirmed as a panelist on the “529 & ABLE Investment Line-Up Trends and Outlook” 529 Conference session.
    • Derek DeLorenzo, Director, Upromise 529 Programs, Prodege, LLC, has been confirmed as a panelist on the “New Strategies in the Direct & Employer Channels” 529 Conference session.
    • Ross Loehr MBA, CFP®, Business Development Officer, Intuition College Savings Solutions, has been confirmed as a panelist on the “Product Strategy, Trends & Outlook” 529 Conference session.
529 & ABLE News & Research

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

  • AKF Consulting, “September is “College Savings Month” (But is it, really?).” Editor’s Take: Thank you AKF Consulting for reviewing and covering this important topic of 529s expanding qualified distributions beyond college, and read the article to learn more.
  • InvestmentsNews, “J.P. Morgan (Wealth Management) cuts off sales charges in 529 plans.” Editor’s Take: Thank you Emile Hallez for quoting and sourcing Paul Curley in this article, and read the story to learn more about the headline news.
  • My College Corner, “Supercharge 529 college savings with child tax credit cash.” Editor’s Take: Thank you Invite Education for highlighting and promoting the trend of more families using their child tax credits to fund their college financial plan. Also, thank you College Savings Foundation (CSF) for creating and sharing the infographic filled with valuable statistics and insight. Read, learn, and share.
  • Nasdaq Tradetalks, “Important Questions Parents Should Be Asking Financial Professionals When Saving for Education.” Editor’s Take: Jeff Eng, Head of Product for Retirement and Education Solutions at Nuveen, provides his insight on 529s in this discussion with Jill Malandrino of Nasdaq. Watch, learn, and share.
  • Nasdaq Tradetalks, “How to Take Tax-Free Qualified Withdrawals From a #529Plan.” Editor’s Take: In celebration of College Savings Month, Paula Smith, Senior Vice President & Head, Retirement & College Savings Strategies at Voya, discusses a few topics on education financial planning and 529s with Jill Malandrino of Nasdaq. Click the link to watch, learn, and share.
  • 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 September 18, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 70 cosponsors
September 20th, 2021
Contact Us
EDITORIAL: Paul Curley
Advertising: Paul Curley
Subscribe to 529 Dash

BrightScope   |   Investor Economics   |   Market Metrics   |   Matrix Solutions   |   Plan For Life   |   Simfund

702 King Farm Boulevard, Suite 400, Rockville, MD 20850  |  +1 212-217-6884  |  issgovernance.com

To learn about ISS Market Intelligence CLICK HERE. To unsubscribe from this alert, please click here