529 & ABLE Solutions
A 360-Degree Approach to Benchmarking, Understanding and Growing the 529 College Savings and ABLE Account Industry
The 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 529 and ABLE industry. Download Brochure >
Become a 529 Dash Subscriber
The 529 Dash is a weekly e-newsletter providing industry-relevant news, discussion topics and trends for those selling and servicing groups in the financial planning process with 529 plans and ABLE accounts.
529 & ABLE Solutions
Data
Digital
QUARTERLY UPDATES
Executive reports providing proprietary market data, in-depth analysis, commentary, and market analytics covering 529 and ABLE product, marketing, and distribution trends.
QUARTERLY FEE ANALYSIS
Insightful analysis of 529 fees as compared across investment options, investment types, plans and distribution channels. This report covers program manager updates, contract expiration dates, and fee benchmarks and trends.
WEEKLY VIEWS ON THE NEWS
Weekly compilation highlighting the latest news and events impacting the 529 and ABLE landscape, along with expert commentary and proprietary data on what is driving trends in product development, marketing, and distribution.
529 DASH NEWSLETTER
Reaching over 8000 subscribers, this weekly newsletter provides the latest in industry news, key trends and current discussion topics for those selling and servicing groups in the financial planning process with 529 plans and ABLE accounts.
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 529 and ABLE 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 actionable guidance for adviser-sold, employer-sold, and direct-sold 529 products based on a proprietary survey of advisers and interviews with broker-dealer home offices 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 and highlights key trends around consumer demographics and preferences driving growth over a five-year span, based on proprietary survey of 1000+ consumers. Understand 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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Contact Us: research@issmarketintelligence.com | +1 212 217 6884
529 & ABLE Solutions