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
Twitter: @PaulCurleyBC

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

• Saving For College, “529 ratings.” Editor’s Take: Thank you Saving For College for creating and sharing your 2025 ratings of 529 savings plans. Click the link to review the 2025 list.
• Ohio Tuition Trust Authority, “H.R.1 expands uses of 529 plans.” Editor’s Take: Thank you Ohio Tuition Trust Authority (OTTA) for creating and sharing this timely update on the expanded set of 529 qualified expenses due to the 2025 tax bill. Read, learn and share.
• Fidelity Viewpoints, “5 surprising benefits of 529 plans.” Editor’s Take: Thank you Fidelity Investments for creating and sharing this list. Have a look to go through them. How many were on your list? Read, learn and share, and cheers to creating a great day.
• 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.

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here
• Hotel Room: Book here 
• Agenda: Current version here
  • Sunday, September 28: Welcome Reception
  • Monday, September 29: Day 1 – 529 Essentials Seminar
  • Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
  • Wednesday, October 1: Day 3 – 529 Conference Final Half Day of Panels, Presentations & Roundtables
• Special Thank You to the Sponsors of 529 Conference 2025: 
  • Ascensus
  • Backer
  • Backpack
  • BlackRock
  • Capital Group | American Funds
  • Catalis
  • Chapleau Law Group
  • Columbia Threadneedle Investments
  • Dimensional
  • Fidelity Investments
  • Flywire
  • Franklin Templeton
  • Goldman Sachs Asset Management
  • Inktel Contact Center Solutions
  • Invesco
  • J.P. Morgan Asset Management
  • Manulife Investments | John Hancock
  • MFS
  • New York Life
  • Orion
  • Pacific Life
  • Prudential
  • Scholar’s Edge and Principal
  • Secure Ideas
  • SS&C Technologies
  • T. Rowe Price
  • TIAA
  • Vestwell
  • Worldpay
• For those attending, thank you for your support, safe travels, and see you in Orlando!

Please forward the e-newsletter to others to subscribe using the link here, or click “reply” anytime to connect or share feedback, thoughts, and ideas on the newsletter or industry trends. Cheers to creating a great day.