529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Years Away From College? Some Families Choose to Pay Now
By Danielle AndrusIn 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.
December 09, 2011
Tax Benefits of 529 Plans Vary Widely (Wall Street Journal)Contributions to a 529 college savings plan, while risky in a tumultuous market, can deliver big savings for investors -- but it depends on what state they're in.
November 22, 2011
FRC Report: 529 Plan Assets Dip by 10% in Third QuarterThe market value of 529 college saving plan assets declined by more than 10% in the third quarter, according to a new report.
November 22, 2011
FRC Report: 529 Plan Assets Dip by 10% in Third QuarterThe market value of 529 college saving plan assets declined by more than 10% in the third quarter, according to a new report.
August 01, 2010
Morningstar to Rate 529 PlansMorningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within...
May 17, 2010
529 Plans Get More Insured Investment OptionsFDIC accounts now available in seven states, federal bill recently passed
November 23, 2009
Oppenheimer To Settle 529 SuitOppenheimerFunds Inc. has reached an agreement with Oregon officials to settle a lawsuit filed over the company's management of the state's 529 college savings programs.
November 23, 2009
Oppenheimer To Settle 529 SuitOppenheimerFunds Inc. has reached an agreement with Oregon officials to settle a lawsuit filed over the company's management of the state's 529 college savings programs.