Tag: 529 college savings plans

Assets in 529 college savings plans continue to set yearly records, but growth in both the adviser-sold and direct-sold channels is slowing, research shows.

A wider array of investment options, an adviser-focused micro site and new branding are among the improvements to OppenheimerFunds’ Scholar’s Edge 529 Plan.

ING U.S. Investment Management became program manager for the adviser-sold portion of the state of Iowa’s IAdvisor529 Plan.

 Total 529 savings plan assets reached an estimated $168.5 billion in the last quarter of 2012.   

Financial advisers may boost sales of 529 plans far more than plan assets and net sales suggest, according to a report.

A college savings-themed desktop calendar can be used as a tool to start conversations with clients and highlight the benefits of 529 savings plans.

Assets in 529 savings plans were an estimated $163.7 billion as of the third quarter of 2012, according to Financial Research Corporation.

BlackRock Inc. expanded its iShares exchange-traded funds (ETFs) business, adding seven portfolio options to the iShares 529 Plan. 

Asset International Inc. agreed to acquire Savingforcollege.com’s 529 Conference and Boot Camp from JFH Innovative LLC.

 South Carolina chose Columbia Management to be the program manager of its college savings plan. 

Total 529 college savings plan assets were an estimated $144.4 billion in Q4 2011, according to data from Financial Research Corporation (FRC), a division of Strategic Insight.

 The College Savings Plans Network (CSPN) reported that as of the close of the most recent fiscal year, Section 529 prepaid tuition plans are, on average, approximately 93%...

Morningstar's 2011 529 College Savings Plans research paper and industry survey found that 529 plan assets increased by 12% the last 12 months. 

California will be closing its adviser-sold unit, a small portion of the 529 college-savings plan, in which residents invest in the plan through brokers and financial planners, reports...

First National Bank of Omaha, the Nebraska Educational Savings Trust, and the State Treasurer announced the launch of the Bank Savings Investment Option, Nebraska's FDIC-insured 529 savings option.  

Fidelity Investments and the Massachusetts Educational Financing Authority (MEFA) have unveiled a new age-based strategy to families saving for college via Fidelity-managed 529 college savings plans.

Although 25% of teens said their parents have a 529 College Savings Plan in place for them, the majority of teens (66%) and adults (54%) has never heard...

Savingforcollege.com released its 529 Plan Composite Performance Rankings for the second quarter.  

Fidelity Investments' College Savings Indicator found 60% of parents who have started saving for their preschool-aged childrens' college costs are still paying back their own student loans.

Financial Research Corporation's (FRC) 529 College Savings Quarterly Data Highlights show 529 savings plan assets have increased to an estimated $149.8 billion as of the second quarter of...