College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Biden Extends Student Loan Payment Halt, Orders Rethink of ESG Rule
By Bernice NapachHis "Day One" list of executive actions calls for a review of several Trump-era rules, including Labor's restrictions on ESG investments in 401(k)s.
January 11, 2021
Biden Plans to Act Immediately on Student Debt ReliefHe will extend the moratorium on federal loan payments and wants Congress to cancel $10,000 of student debt, a Biden advisor says.
January 08, 2021
New PPP Loans: Questions and AnswersNow that the PPP is reopening, here's what you need to know to help your small-business clients speed up the loan application process.
January 08, 2021
PPP Reopens to New and Existing BorrowersCommunity financial institutions will be able to make First Draw PPP Loans on Monday.
January 05, 2021
How to Get PPP Loan Forgiveness for Small-Business Clients Under the New RulesThe year-end stimulus package included big changes to how the PPP loan forgiveness program works.
January 04, 2021
529 Plan Share Class Crackdown Yields $2.7M for ClientsRestitution and interest for owners of 529 plan accounts came from 19 firms, says FINRA.
December 30, 2020
Morgan Stanley to Return $1.7M in Excess 529 Plan Fees, InterestFINRA's self-reporting 529 plan share-class program includes $2.7 million in total restitution and interest paid to clients of 3,900 accounts.
December 30, 2020
How the New Stimulus Package Helps Individuals, Small BusinessesAlong with more PPP loans, the bill includes a 100% deduction for business meals provided by restaurants through year-end 2022.