529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Tax Benefits of 529 Plans Vary Widely (Wall Street Journal)
By Staff WriterContributions 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.
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.
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
January 07, 2009
Treasury and IRS increase flexibility for 529 plansA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...