Plan Focus PLANADVISER January / February 2018

Steady Growth

Highlights of BrightScope's proprietary research

Reported by

PA Staff

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Data & Research

May 21st, 2025

Proposals Suggest Redirecting DB Plan Surpluses to Boost Benefits, Raise Revenue

Two proposals from the American Benefits Council suggest ways to redirect some $100 billion in surplus funds from pension funds...

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April 8th, 2025

Senate Bill Seeks to Reverse Retirement Plan Crypto Warning

Introduced by Senator Tommy Tuberville, R-Alabama, the Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency...

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December 10th, 2024

Corporate Pension Funds Near Year-End on Strong Note

The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.

Practice Development PLANADVISER January / February 2018

Giving 529 Plans A Try

The first in a series on other revenue streams

Reported by

Karen Wittwer

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Data & Research

May 13th, 2025

In Q1, 529 and ABLE Account Assets Continue Steady Growth

The majority of the assets, $500 billion, are held in 16.3 million 529 savings plan accounts, while prepaid tuition plans...

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JPMorgan Introduces 2025 College Planning Essentials Guide

The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with...

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February 10th, 2025

2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans

A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over...