Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • ISS Market Intelligence, “529 Industry Leaders Gather as Student Loan Debt Tops $1.6 Trillion.” Editor's Take: I expect the 529 Conference 2019 to be one of our most insightful and timely conferences to date, coming against the backdrop of ballooning levels of student loan debt and as policy makers weigh options and put forward proposals to address the burgeoning costs of higher education.
  • 529 Insiders, “3 Product Trends in 529 Plans.” Editor's Take: Product providers and distributors should note the continued work to build awareness of 529 plans, the shift from defined benefit to defined contribution products, and the shift from age-based target date line-ups to enrollment date line-ups.
  • Recruiter's Corner, “Director of College Savings, Office of the Illinois State Treasurer.” Editor's Take: The state is seeking to hire a director of college savings in its financial products division in Springfield or Chicago, Illinois.

Data: 2Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data that can be used by the media and other organizations.

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ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • Photos from the ABLE Afternoon Summit at the 529 Conference 2019:

  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you STABLE NH for helping to build awareness and understanding of ABLE accounts.

Quote of the Week

“I expect this to be one of our most insightful and timely conferences to date, coming against the backdrop of ballooning levels of student loan debt and as policy makers weigh options and put forward proposals to address the burgeoning costs of higher education,” said Paul Curley, CFA, Director of College Savings Research at ISS Market Intelligence.

Read more
 
September 30th, 2019
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