Editor's Picks

Issue 217:
– Events: 529 Conference 2020
– News & Research

– ABLE Act Column

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals 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
529 & ABLE Solutions, ISS Market Intelligence
Twitter: @PaulCurleyBC

Events: 529 Conference 2020
  • What: 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. The pre-conference ‘Essentials Seminar’ provides an understanding of the granular fundamentals of 529 plans in light of a constantly evolving market including the recent federal legislative developments, and the post-conference ‘ABLE Session’ delivers key market intelligence and presentations to support the successful implementation and growth of ABLE accounts.
  • When: September 21-25, 2020
  • Where: Virtual
  • Who: Entire 529 and ABLE ecosystem
  • How: Registration is now open at 529Conference.com
Read more
News & Research: Article Round-Up

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

  • 529 Insiders, “529 Direct Channel, Demographics & Back to School” August 2020 Webinar Replay. Editor’s Take: This month’s webinar covered landscape updates and trends in the 529 direct channel, reviewed participant demographics based on proprietary research by ISS Market Intelligence, discussed FAFSA and financial aid updates, and examined back-to-school trends and recent developments. Additionally, the session highlighted 529 and ABLE industry announcements, 2Q 2020 quarterly data updates, and provided a preview of the 529 Virtual Conference.
  • Ascensus, “State of Savings: August 2020.” Editor’s Take: Landscape update on 529s, retirement and health savings accounts with timely statistics and story boards based on the firm’s proprietary database. Thank you for creating and sharing, and click the article to learn more. 
  • ISS Insights, “529 Employer Channel” July 2020 Webinar Replay. Editor’s Take: Hosted by Paul Curley, Director of Savings Research at ISS Market Intelligence, the webinar discussed the employer channel from a usage, employer benefits and state tax incentive perspective. In addition to historical usage, the session provided insight into the channel outlook from legislative, market data and proprietary survey trends. Watch, learn and share.
ABLE Act Column
  • ABLE Summit 2020 by 529 & ABLE Solutions of ISS Market Intelligence
    • What: The fifth annual ABLE Summit delivers key market intelligence, product training and networking opportunities to support the successful implementation and growth of ABLE accounts and the industry’s stakeholders.
    • When: September 25, 2020
    • Where: Virtual
    • Who: Entire ABLE ecosystem
    • How: Registration is now open at 529Conference.com
  • 529 Insiders, “2Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE Market Sizing as of 2Q 2020? Click the article to learn more. For a video recording of a presentation of the data by Paul Curley, you can view the August webinar of the 529 & ABLE Webinar Series here.
  • ABLEnow, “ABLEnow reduces the fear of uncertainty.” Editor’s Take: Thank you ABLEnow for sharing the perspective and insight from your ambassador program, and you can learn more about the program at an ABLEnow information session on September 16th at 1pm EST here.
  • CalABLE Webinar, “Qualified disability expenses.” Editor’s Take: Thank you CalABLE for hosting this webinar to raise awareness and understanding of ABLE accounts. Register today.
September 8th, 2020
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