Issue 263:
– 529 & ABLE News & Research
– 529 Virtual Conference 2021

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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Gorfine, Schiller & Gardyn, P.A., “Podcast: Top college tax breaks for 2021.” Editor’s Take: The 10-minute podcast provides an overview of a number of levers that parents can use to save and pay for education including 529s. Listen, learn and grow.
• Nasdaq Tradetalks, “The different kind of investment options available inside a 529 plans.” Editor’s Take: Tarun Garg, Head of College Savings, BlackRock, shares his insight on the different types of investment options in 529s with Jill Malandrino of Nasdaq. Watch, learn, and share.
• 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.
• 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

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: Registration coming soon

Agenda Announcements:

• Angela Williams, MBA, Manager, Institutional Relationship Management, Ascensus, has been confirmed as a speaker on the “New Strategies in the Direct & Employer Channels” 529 Conference session. 
• Mathieu Pellerin, Senior Researcher, Dimensional Fund Advisors, has been confirmed as a speaker on the “Investment Line-Up Trends and Outlook” 529 Conference session.
• Brea Tabernik, Product Manager, Managed Investments, Edward Jones, has been confirmed as a presenter on the “National Broker-Dealer’s View on Product, Marketing & Distribution Strategies” 529 Conference session.
• Jennifer Tierney, Executive Director, Product Development Manager, Morgan Stanley, has been confirmed as a presenter on the “National Broker-Dealer’s View on Product, Marketing & Distribution Strategies” 529 Conference session.
• Richard Polimeni, Director, Head of Education Savings Programs, Retirement & Personal Wealth Solutions, Bank of America Merrill, has been confirmed as a presenter on the “National Broker-Dealer’s View on Product, Marketing & Distribution Strategies” 529 Conference session.

• Isaac Chota, 529 Product Manager, Advisory & Planning Products Americas, UBS Financial Services Inc., has been confirmed as a presenter on the “National Broker-Dealer’s View on Product, Marketing & Distribution Strategies” 529 Conference session.

• Kay Ceserani, Managing Principal, Meketa Investment Group, has been confirmed as presenter of the “Structuring & Evaluating the Investment Line-Up” 529 Essentials session.
• Jeannette Haen, Vice President, Education Planning Consultant, Wealth Solutions Group | Investment Solutions, Robert W. Baird & Co., has been confirmed as a speaker on the “Business Building with 529s” 529 Conference panel.
• Chuck Ranney, Vice President, Mutual Funds and 529 Plans, Ameriprise Financial, has been confirmed as a presenter on the “Business Building with 529s” 529 Conference session.
• Peter M. Greenberger, CFA, CFP®, Director, Mutual Fund & 529 Plan Product Management, Raymond James, has been confirmed as a speaker on the “Business Building with 529s” 529 Conference panel.
• Richard Ellis, Executive Director, my529, has been confirmed as presenter on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.
• Thomas Graf, Executive Director, MEFA, has been confirmed as presenter on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.
• Eva Giles, College Savings Program Manager, Finance Authority of Maine (FAME), has been confirmed as presenter on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference session.
• Jon Pagnozzi, MBA, Sales Director, CollegeInvest, has been confirmed as a presenter on the “New Strategies in the Direct & Employer Channels” 529 Conference session.
• Shannon Salinas, Associate General Counsel, ICI, has been confirmed as a presenter on the “Legislative & Regulatory Developments” 529 Conference session.
• Devin McCarthy, Managing Director, Nasdaq Fund Network, has been confirmed as moderator of the “Product Strategy, Trends and Outlook” panel.

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