529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
RIAs want more investment options in 529 plans
By Warren S. HerschRIAs concerns about the fees imposed by providers of 529 college savings plans has increased by more than half.
September 05, 2013
529 plan assets continue to growResearch shows 529 college savings plan assets hit $183.5 billion at the close of the second quarter, up from $180.3 billion in the first quarter.
September 05, 2013
Saving in 529 Plans Continues to RiseAssets in 529 college savings plans increased slightly in the second quarter of 2013, according to data from Strategic Insight.
June 07, 2013
529 plans: Dealing with the bad and the goodWhat if the account owner dies? Or lucks out and saves too much? Here's what to do.
June 05, 2013
Net flows into 529 plans highest since 2011Total 529 savings plan assets hit $180.3 billion at the close of Q1, up from $168.5 billion in Q4.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
September 24, 2012
Years Away From College? Some Families Choose to Pay NowIn 2010-2011, the annual current dollar costs for tuition, room and board at a public college was more than $13,000, according to the National Center for Education Statistics.
May 29, 2012
3 Major Changes to 529 PlansStates have been lowering fees and adding FDIC-insured CDs, among other notable adjustments of which advisors should be aware.