529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Why was 2008 a "terrible" year for 529s?
By Staff WriterWhy 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...
October 16, 2008
College Plan Rules Can Lock Investors InSome 529 college savings plan holders are discovering that restrictions on asset allocation moves are limiting their ability to respond to plunging stock prices.The problem ...
August 01, 2008
Eternal StudentsIn case you haven't noticed, back-to-school season is already upon us. Students entering their senior year of high school will be making last-minute visits to...
August 01, 2008
529 Boot CampSavingForCollege.com's sixth annual 529 conference will take place September 24-26 at the Mandalay Bay resort in Las Vegas. "The first day is our boot camp,"...
April 18, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
April 17, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
March 04, 2008
All 529s Are Not AlikeRecent Savingforcollege.com research explored the fees attached to 529 plans nationwide, resulting in a list of the lower- and higher-cost plans. According to the study, the least-expensive 529 plans available are offered by Utah, Oregon, Ohio, Illinois, and North Carolina, while the most expensive plans are offered by Montana, Nebraska,...
February 20, 2008
Firm Identifies Low-Cost 529 PlansThe least expensive 529 college savings plans available nationwide are offered by Ohio, Illinois and North Carolina, a research firm reports.The study by Savingforcollege.com LLC, ...