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529 & ABLE Solutions
A 360-Degree Approach to Benchmarking, Understanding and Growing the 529 College Savings and ABLE Account Industry
Our 529 & ABLE Solutions team provides essential insights and advice to firms and state agencies to help strengthen their competitive stance in a rapidly changing market environment. Experienced in addressing the strategic challenges of more than 100 fund manufacturers, distributors, banks and service organizations, our team zeros in on distinctive trends driving the college savings industry.
Become a 529 Dash Subscriber
The 529 Dash is a weekly e-newsletter addressing the specific needs of advisers who service families and institutions in the college financial planning process. It features industry relevant news and the latest trends from our proprietary research.
529 & ABLE Solutions
Data
Digital
QUARTERLY UPDATES
These executive reports provide proprietary market data, in-depth analysis, commentary, and market analytics covering 529 savings plans, 529 prepaid plans and the newly launched ABLE accounts.
QUARTERLY FEE ANALYSIS
An insightful analysis of 529 fees as compared across investment options, investment types, and distribution channels. This report covers program manager updates, contract expiration dates, and fee benchmarks and trends.
WEEKLY VIEWS ON THE NEWS
This weekly compilation highlights the latest news and events impacting the college savings and ABLE industry and provides expert commentary on what is driving trends in product development, marketing, and distribution.
529 DASH NEWSLETTER
Reaching over 8000 subscribers, this newsletter provides the latest in industry news, key trends and current discussion topics for those selling and servicing families and institutions in the college financial planning process.
529 WEBCASTS & PODCASTS
Highlight your firm as an industry thought leader through facilitated discussions on trends, strategies, and opportunities that advisers, college financial planners and plan sponsors need to know.
529 INSIDERS WEBSITE
Access product training, news, best practices, data and research related to trends and challenges facing the college savings industry. Increase brand awareness with an engaged audience of advisers, accountants, estate planners, product providers and distributors.
Research
Events
The 529 & ABLE Solutions team produces two annual reports created from proprietary surveys and internally-sourced data.
529 Distribution Analysis
This study provides guidance on how 529 product distributors can align product, marketing and distribution strategies with the current demand of advisers through a better understanding of the distribution roadmap and how to engage current channels for expansion into new areas.
529 Industry Analysis
This report explores key trends around consumer demographics and preferences driving growth over a five-year span. Learn how to enhance product development, marketing, and distribution efforts to best position against industry leaders.
Join 529 and ABLE industry leaders at the annual 529 Conference, where interactive sessions and networking events provide key insight into the latest product innovations, legislative and regulatory changes, and marketing and distribution strategies shaping the college savings landscape.
There are two supplementary events happening in conjunction with the 529 Conference. The 529 Essentials Seminar is a pre-conference session that dives into the mechanics of 529 plans. The ABLE Summit is hosted the day after the conference and is an afternoon dedicated to successfully participating in the ABLE account industry.
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