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 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
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• SEC, “Updated Investor Bulletin: An Introduction to 529 Plans.” Editor’s Take: On August 31, 2023, the SEC’s Office of Investor Education and Advocacy released an updated “Investor Alerts and Bulletins.” Notable is the inclusion of language relating to 529 qualified rollovers to Roth IRA accounts. Click the link to learn more.
• TNStars, “Automate your college savings and get $25 from TNStars!” Editor’s Take: Tennessee residents will be eligible to receive a $25 contribution into their account if they setup or update automatic contributions into their TNStars account between September 1 and October 31, 2023. Click the link to learn more about the incentive, and look into your plan today to see if they are hosting an incentive as well.
• YouTube (Retirement Planning Services), “Exploring college savings options: 529 Plans, Roth IRAs, and non-qualified accounts.” Editor’s Take: Financial planners are increasingly interested in education financial planning and 529s plans, which aligns with the expanded qualified expenses of 529s going into effect in 2024. Click the link watch the 20-minute video on how these planners position 529s, Roth IRAs and non-qualified accounts.
• 529 Insiders, “2Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.

• Dates: September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Agenda: Available here.
• Registration: Click here.
• Venue: Click here to book hotel room for event. 
• Event & Agenda Updates: 
  • 529 Essentials Seminar session titled “Financial Aid” has been updated to “The College Finance Landscape.” The session description has also been updated, and click the agenda link above to read the update.
  • Ascensus has been confirmed as a sponsor.
  • TIAA has been confirmed as a sponsor.
  • Edufi has been confirmed as a sponsor.
  • Backpack has been confirmed as a sponsor.
  • Chapleau Law Group has been confirmed as a sponsor.
  • Franklin Templeton has been confirmed as a sponsor.
  • Fidelity Investments has been confirmed as a sponsor.
  • Dimensional Fund Advisors has been confirmed as a sponsor.
  • Peachjar has been confirmed as a sponsor.

• IACC (Interagency Autism Coordinating Committee), “IACC Full Committee Meeting (Hybrid).” Editor’s Take: On October 11 from 10am-5pm EST, IACC will host a hybrid meeting online and at the National Institute of Mental Health (NIMH) in Rockville, Maryland, to provide recognition for National Disability Employment Awareness Month, an update by the National Autism Coordinator, discuss public comments and share best practices from panel discussions. Register to build partnerships to raise awareness and understanding about ABLE accounts. 
• Podcast (VettaFi Advisor Perspectives), “ABLE Accounts for the Disability Community.” Editor’s Take: Jeff Vistica of Vistica Wealth Advisors Provides a podcast interview on ABLE accounts, ABLE Age Adjustment Act, and the importance of special needs planning. Click, listen and learn.
• 529 Insiders, “2Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 2Q 2023 (June 30, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • Date: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Agenda: Now available here.
  • Agenda Updates: 
    • National Down Syndrome Society has been added as a Networking Refreshment Break Sponsor on Thursday afternoon, September 21.

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