529 Dash, Required Reading for Your 529 Education: 
The 529 Dash e‑newsletter helps institutions, financial professionals, employers, and families navigate education financial planning by sharing timely industry news, product insights, market data, and best practices while promoting awareness of 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com

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

• Fidelity Investments, “More parents than ever are saving for college, according to new research from Fidelity Investments.” Editor’s Take: More parents agree that a college education is worth the investment, and more families are stepping in financially to help make it happen. Read the article for the latest survey findings, and thank you to Fidelity Investments for creating and sharing the research.
• Bloomberg Television (YouTube), “Trump Accounts vs. 529 Plans: Which One Is Best?” Editor’s Take: Tricia Scarlata, Head of 529 Education Savings at J.P. Morgan Asset Management, shares her perspective on how families can compare and use 529 plans and Trump Accounts (530A) as part of their broader financial planning. Read the related white paper here, and watch the Bloomberg video here where Scarlata discusses the college cost and planning landscape. Watch, learn, and grow. And we look forward to seeing Tricia live in Nashville during the 529 Conference session, “Product Strategy Trends and Outlook”!
• EBRI (Youtube)(Slides), “529 & 530 accounts in the workplace.” Editor’s Take: On September 1, the Employee Benefit Research Institute hosted a webinar exploring what employers and benefits professionals need to know about 529 and 530A accounts and how these tools can support workplace benefits and financial wellness strategies. The session, moderated by EBRI, featured Paul Curley of ISS Market Intelligence, Stacy Torkelson of Ascensus, and Tim Flacke of Commonwealth. Watch, learn and grow.
• 529 Insiders, “2Q 2026 529 & ABLE market sizing highlights.” Editor’s Take: More than 18 million 529 accounts and more than a quarter million ABLE accounts were open and funded as of June 30, 2026. Read the article for the latest 529 and ABLE market sizing, trends, and insights, and please share it with your network.

• Dates: September 23–25, 2026
• Location: JW Marriott Nashville
• Event Website: Link
• Agenda: Link

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