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:

• ISS Insights, Webinar Replay of “529 Day 2024: Top Trends in 529 in 2024.” Editor’s Take: Hosted by Paul Curley, Director of 529 & ABLE Research at ISS MI, and Trisha Good, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s Q2 2024 529 & ABLE webinar provided key themes impacting the 529 industry in 2024, market sizing trends and talking point in Q1 2024, and 529 reminders, tips and best practices. Click the link to watch the replay from 529 Day 2024, and thank you Trisha Good, Ohio Tuition Trust Authority and attendees for your collaboration and insight.
• Yahoo Finance, “529 plans: A guide to saving for your child’s higher education.” Editor’s Take: Tricia Scarlata of JPMorgan Asset Management joined Yahoo Finance for an interview on 529 Day. Watch the replay to learn more about key themes, tips and best practices for families and their advisors. Have the education financial planning conversation today.
• Ascensus, “T. Rowe Price partners with Ascensus on 529 business.” Editor’s Take: Congrats to Ascensus and T. Rowe Price on the announcement, and the industry and families across the U.S. look forward to the partnership amongst two industry leaders. The press release highlights the recent enhancements by Ascensus to its platform over the recent history that will support T.Rowe Price’s clients and accelerate their joint strength such as the READYSAVE 529 mobile app, Ugift functionality and Flywire electronic payments. Improving ease of use will accelerate the broadening and deepening of 529 usage across the nation, and therefore increase utilization of 529s overall. Congrats to Ascensus and T. Rowe Price, and read the article to learn more.
• Catalis, “Catalis launches integration with PayPal for 529 college savings plans on National 529 Day.” Editor’s Take: Congrats to Catalis for launching the integration of 529 contributions from PayPal and Venmo to CollegeWell’s Private College 529, and subsequent rollout to additional 529 plans. Read the press release to learn more.
• 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.
• My College Corner (YouTube), “Ask the expert about smart college investing.” Editor’s Take: Thank you My College Corner and John Hupalo for the opportunity to discuss how families discuss and perceive the value of 529s and ABLE accounts, 529 Day, the growth of 529s, and trends in ABLE accounts. Please watch the 27-minute video interview, thank you John Hupalo and share.

• Registration: Now open here with the early bird rate availability 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
• Event Updates:
  • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of the “Plan Governance & Administration Best Practices” 529 Essentials Seminar session and moderator of the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference 2024 session.
  • Chris Stack, Esq., Managing Consultant, Savingforcollege.com, has been confirmed as presenter of the “529 Primer & Landscape” and “Comparing College Savings Vehicles: How do 529s Stack Up?” 529 Essentials Seminar sessions and moderator of the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference 2024 session.
  • Treasurer Kimberly Yee, Treasurer, State of Arizona, has been confirmed as a speaker on the “State’s Perspective on Industry Trends and Building Momentum” 529 Conference panel.
  • Mark Chapleau, Esq., Founding Member, Chapleau Law Group LLC, has been confirmed as presenter of the “Federal Regulatory & Tax Framework” 529 Essentials Seminar session.
  • Brea Tabernik, Product Leader; 529 and DAF Strategy, Managed Investments, Edward Jones, has been confirmed as a speaker on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel.
  • Julie Shields-Rutyna, Senior Director of College Planning, Education, and Training, MEFA and Stacey MacPhetres, Senior Director, College Finance, College Coach, have been confirmed as co-presenters of “The College Finance Landscape” 529 Essentials Seminar session.