529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
NASD Fines Ameriprise Over Cross-State 529 Plan Sales
By Allison BellThe National Association of Securities Dealers has imposed a $500,000 fine on Ameriprise Financial Services Inc. in connection with what the NASD says were ...
August 15, 2005
NASD Investigating Some 529 PlansByDo 529 college savings plans need reform?The National Association of Securities Dealers is investigating 20 broker-sold 529 funds that have made at least 90% of ...
August 01, 2005
Fill 'er UpThe 529 college savings plan market is booming--particularly among plans sold through advisors. At the end of 2004, 82% of 529 sales came from advisor-sold...
April 13, 2005
529s Give The Most Boom For The College Buck529s Give The Most Boom For The College BuckBYParents can contribute to 529 college savings plans without concern that the accumulated savings will reduce their ...
August 01, 2004
Coming of AgeWhy do Americans of all wealth levels continue to pour money into 529 college savings plans? The answer is simple: the cost of higher education...
June 24, 2004
529 Assets Surge, But Advisors Say The Plans Arent For EveryoneByAssets invested in 529 college savings plans continue to surge, but many advisors caution they are not always appropriate for boomers.The College Savings Foundation in ...
June 07, 2004
Manulife Expands 529 Plan Fund UniverseNU Online News Service, June 7, 2004, 4:55 p.m. EDT -- Manulife Financial Corp., Toronto, has turned to Boston for help with managing 529 ...