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:

• PLANSPONSOR, “529 tuition savings plans reach $508B in Q2.” Editor’s Take: This article provides a market data update with commentary on industry trends. Thank you for the coverage, and please read, learn and subscribe to the PLANSPONSOR newsletter to learn the latest trends on the employer channel for retirement benefit decision makers.
• Investment News, “529 sales rising, with accounts for summer school, K-12, apprenticeships.” Editor’s Take: Thank you Emile Hallez for the coverage and for sourcing ISS Market Intelligence. The article covers the latest market and sales trends in 529s, and read the article to learn more.
• Ignites (subscription may be required), “529 assets jump more than 13% year over year.” Editor’s Take: Thank you Sabrina Kharrazi for the coverage and for sourcing ISS Market Intelligence in the article that covers the growth of 529s from a market data, qualified expense and financial planning perspective. Click the link to learn more.
• YouTube Videos. Editor’s Take: One common topic of discussion that comes up amongst 529 stakeholders is whether advisors are getting the message. My take this back-to-school season is that advisors are not only getting the message, but they are giving the message as well. In August, videos were created and shared by Commonwealth Financial, 360 Wealth Partners, Freestate Advisors, and USR Advisory. As more organizations cover 529s, awareness and understanding will increase and therefore, in turn, utilization will broaden and deepen which is good to see. Have the education financial planning conversation today.
• 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.
• 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: 
  • Session descriptions were added to several sessions.