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:

• Pennsylvania Treasury, “Treasurer Stacy Garrity: Senate Finance Committee Advances Bill to Strengthen PA 529 and PA ABLE.” Editor’s Take: PA has passed legislation that will provide an employer tax incentive to employers for making contributions to their employee’s 529 and ABLE accounts. Read the news release to learn more.
• Indy Chamber, “CollegeChoice 529 is now Indiana529.” Editor’s Take: In May 2024, the 529 plan of CollegeChoice 529 Direct plan has been rebranded as Indiana529 and CollegeChoice 529 Advisor plan has been rebranded Indiana529 Advisor. Local news coverage can been found here, and checkout the new branding on the plan websites in the links here: Indiana529 and Indiana529 Advisor.
• Morningstar, “Methodology Documents.” Editor’s Take: On July 25, 2024, Morningstar released a new methodology document on their 529 rankings process. Click the link to learn more.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions
• Market Data: 529 Insiders, “1Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of March 31, 2024.

• 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: 
  • Anna Fedewa, Senior Manager of Government Relations, National Down Syndrome Society (NDSS), has been confirmed as a speaker on the “529 & ABLE Outlook” 529 Conference panel.
  • Isaac Chota, 529 & DAF Product Manager, UBS Financial Services Inc., has been confirmed as a speaker on the “Top-5 Education Financial Planning Strategies” 529 Conference panel.
• Event Updates:
  • Thank you BlackRock for the Monday Lunch Sponsorship
  • Thank you Invesco for the Wednesday Lunch Sponsorship