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
Director of Research
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:

• J.P. Morgan Asset Management, “College Planning Essentials.” Editor’s Take: Thank you J.P. Morgan for creating and sharing this 45-slide guide on the education financial planning landscape. There are many power story boards here, and I highly recommend that you bookmark it for future reference. Read, bookmark and share.
• Ascensus, “Proposal expanding 529 qualified expenses introduced.” Editor’s Take: 529s continue to successfully grow from an assets and accounts perspective, and from a qualified expenses perspective. The recent proposal covered in this article discusses expansion to aviation training. Read the 529 Dash on the latest legislative and product developments, and thank you for subscribing.
• 529 Insiders, “Status Board: SECURE Act 529 State Updates.” Editor’s Take: Effective April 2, 2025, Michigan updated from not conforming to conforming to federal legislation in regards to qualified expenses for apprenticeships and student loan repayments per plan disclosures. The status board in the 529 Insiders article has been updated to reflect the update accordingly.
• 529 Insiders, “4Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 2024.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

Please Save the Dates for 529 Conference 2025 by ISS Market Intelligence:

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Sunday, September 28: Welcome Reception
• Monday, September 29: Day 1 – 529 Essentials Seminar
• Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
• Wednesday, October 1: Day 3 – 529 Conference Final Day of Panels, Presentations & Roundtables
• Updates:
  • Thank you New York Life for the Opening Night Reception Sponsorship
  • Thank you Columbia Threadneedle Investments for the Room Key Sponsorship
  • Thank you Invesco for the Conference Mobile App & Meeting Room Wifi Sponsorship
  • Thank you Vestwell for the Conference Notepad & Pens Sponsorship
  • Thank you Prudential for the Starbucks Gift Card Sponsorship
  • Thank you TIAA for the Wednesday Breakfast Sponsorship
  • Thank you Chapleau Law Group for the Presenting Sponsorship