4Q 2021 529 and ABLE Market Sizing Highlights

February 7, 2022

4Q 2021 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 4Q 2021 (December 31, 2021)?

November 19, 2021

3Q 2021 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 3Q 2021 (September 30, 2021)?

September 3, 2021

August 2021 529 & ABLE Webinar

College Financial Planning Landscape Update 2021

August 6, 2021

2Q 2021 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 2Q 2021?

May 5, 2021

Target Market Analysis 2021: Trend of Parents Using 529s in 2021 vs 2017-2019

What percentage of parents save for education with 529s in 2021, and how does that compare to pre-COVID levels in 2017, 2018, and 2019?

May 5, 2021

1Q 2021 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 1Q 2021?

April 28, 2021

April 2021 Webinar: 529 & ABLE Industry Update

529 educational webinar by Paul Curley, CFA, available to view on-demand.

February 9, 2021

4Q 2020 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 4Q 2020?

December 4, 2020

Target Market Analysis: Income of 529 Users, Non-529 College Savers & Non-Savers (2020)

What percentage of 529 users, non-529 college savers and non-savers earn certain levels of income?

November 13, 2020

3Q 2020 529 and ABLE Market Sizing Highlights

What was the 529 and ABLE market sizing as of 3Q 2020?

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Special Sessions

529 ‘Essentials’ Seminar
(pre-conference session – September 30)
Whether you are new to 529 plans or a seasoned pro on education financial planning, this insightful seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving landscape, tax, regulatory, governance, financial aid, investment and product implications driving the market today.

ABLE Summit
(October 2)
With the launch of ABLE accounts in 2016, we’re dedicating sessions to product training, networking and best practices on how firms are involved in the industry, and how firms can successfully evolve to drive growth from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com

General Information:
Paul Curley, CFA
Associate Director
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com