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:

• Future Scholar, South Carolina’s 529 College Savings Plan, “Future Scholar tuition tips: Exciting news about new school payment options.” Editor’s Take: Click the link to learn more about three new online distribution options from this 529 plan. Improving the ease of use of 529s will expand utilization to new demographics and families across the U.S., and congrats to Future Scholar on the launch! 
• Ascensus, “ABLE proposal would remove sunset provision.” Editor’s Take: New legislation was introduced by the U.S. Congress that would make three sunsetting ABLE provisions permanent. Currently those provisions are set to end in 2025, and so passage of this provision would remove the deadlines. Click to learn more.
• Morningstar, “5 Takeaways on the 529 Savings Plan Landscape.” Editor’s Take: Thank you Hyunmin Kim for creating and sharing your perspective on the latest trends in the 529 savings plan landscape. Read, learn and share.
• 529 Insiders, “Target Market Analysis 2024: Trend of Parents Using 529s in 2024 vs 2017-2019.” Editor’s Take: What percentage of parents save for education with 529s in 2024, and how does that compare to pre-COVID levels in 2017, 2018, and 2019? Click the link to learn more.
• ISS Market Intelligence, “529 Day Webinar: Top Trends in 529 in 2024.” Editor’s Take: Click the link to watch the webinar replay from 529 Day 2024. Watch, learn and share.
• 529 Insiders, “1Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2024 (March 31, 2024)? Click the link to learn more.

• Registration: Now open here with the early bird rate open until June 26, 2024
• Dates: September 30, 2024 – October 2, 2024
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida; Hotel Room Block available here
• Welcome Reception: Sunday, September 29, 2024
• 529 Essentials Seminar: Monday, September 30, 2024
• Agenda Updates: 
  • Treasurer Steven Johnson, Treasurer, State of Kansas, has been confirmed as a speaker on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference panel.
  • Ben Soltsov, Vice President & Portfolio Manager, Goldman Sachs Asset Management, has been confirmed as a speaker on the “529 Stable Value for 529s” 529 Conference panel.
  • Troy Runnells, CFO/COO, my529, has been confirmed as moderator of the “529 Stable Value for 529s” 529 Conference panel.
  • Agenda is now available on the event website here under the Agenda tab.