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:

• Wall Street Journal, “Your 529 college savings plan can now fund a Roth IRA.” Editor’s Take: Thank you to the Wall Street Journal for raising awareness and understanding about the expansion of qualified expenses of 529s, and how this can help families throughout the planning process. Read the article to learn more, and thank you for the coverage.
• Business Wire, “MEFA announces a gift card to help pay for college.” Editor’s Take: MEFA announced the launch of the U.Fund Gift of College Card at certain CVS locations in Massachusetts as part of College Savings Month. Congrats to MEFA and Gift of College, and click the link to learn more.
• State of Kansas, RFP for “Program Manager for KS Postsecondary Education 529.” Editor’s Take: On September 10, 2024, the State of Kansas released an RFP for program management services. Per request by the state, we are getting the message out about this announcement. Due date for responding is October 22, 2024.
• 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.
• Event Updates:
  • Thank you SS&C for sponsoring the event

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