529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Morningstar Changes Ratings Framework for 529 Plans
By Bernice NapachDistinctions between advisor-sold and direct-sold plans will be eliminated.
May 29, 2019
Direct-Sold 529 Plans Coming to Advisor Market: MorningstarThese plans, which have lower fees than advisor-sold 529 plans, are becoming more available as advisors shift away from commissions.
April 08, 2019
Top 10 Advisor-Sold 529 PlansThese plans tend to have higher fees but more investment options than the plans consumers can buy on their own.
January 16, 2019
These 11 Counties and Cities Offer Tuition-Free College ProgramsLocal high school graduates qualify based on their high school GPAs, chosen college and often income.
November 02, 2018
How Much Do Families Leave Behind by Not Using 529 Plans?A Morningstar analysis looks at the effect of using a 529 college savings plan instead of other savings vehicles.
August 27, 2018
Top 8 Direct-Sold 529 Plans: Savingforcollege.comThese plans earned the highest rankings for their performance over three and five years.
August 21, 2018
8 Best RIA-Sold 529 Plans: Savingforcollege.comThese are the best-performing 529 funds sold through RIAs based on the three-year performance composite rankings.
May 24, 2018
529 Savings Plan Assets Swell to a Record $319 BillionThe number of 529 accounts also climbed sharply, according to the College Savings Plans Network.