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:

• 529 Insiders, “2Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of June 30, 2024.
• VSAC, “Request for Qualifications (RFQ) for 529 Program Management Services.” Editor’s Take: On August 19, 2024, Vermont Student Assistance Corporation (VSAC) issued a RFQ for interested bidders to provide 529 program management services for the Vermont 529 Plan. As of June 2024, the plan oversaw $673 million in assets across 29,311 accounts, and questions can be directed to The Vermont Student Assistance Corporation at VSAC529@VSAC.org.
• Deloitte, “Back-to-school spending expected to flatten amid financial concerns.” Editor’s Take: The press release includes a number of data points and themes for this back-to-school season. From a data perspective, the article highlights an estimated spend of $586 per student with trends by category. From a themes perspective, the article projects an increased consumer focus on value and more comparison shopping. Read the article for the latest trends. 
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

• Registration: Register here 
• Dates: September 30, 2024 – October 2, 2024
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida; Book Hotel Room here
• Welcome Reception: Sunday, September 29, 2024
• 529 Essentials Seminar: Monday, September 30, 2024
• Agenda Updates: 
  • Bryn Ramjoue, Director of Marketing, my529, has been confirmed as a speaker on the “Alternative Payments for Distributions” 529 Conference panel.
  • Session descriptions were added to several sessions.
  • New banners were added to the event website.