529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Oppenheimer To Settle 529 Suit
By staff WriterOppenheimerFunds Inc. has reached an agreement with Oregon officials to settle a lawsuit filed over the company's management of the state's 529 college savings programs.
October 16, 2008
College Plan Rules Can Lock Investors InSome 529 college savings plan holders are discovering that restrictions on asset allocation moves are limiting their ability to respond to plunging stock prices.The problem ...
October 16, 2008
College Plan Rules Can Lock Investors InSome 529 college savings plan holders are discovering that restrictions on asset allocation moves are limiting their ability to respond to plunging stock prices.The problem ...
August 01, 2008
529 Boot CampSavingForCollege.com's sixth annual 529 conference will take place September 24-26 at the Mandalay Bay resort in Las Vegas. "The first day is our boot camp,"...
August 01, 2008
Eternal StudentsIn case you haven't noticed, back-to-school season is already upon us. Students entering their senior year of high school will be making last-minute visits to...
April 18, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
April 17, 2008
529 savings plans on regulators' radarIf you sell 529 college savings plans, now is the time to tighten your sales practices to ensure client suitability. That's because both the NASD and the SEC are cracking down on violations in sales of these popular programs. The NASD, for
March 04, 2008
All 529s Are Not AlikeRecent Savingforcollege.com research explored the fees attached to 529 plans nationwide, resulting in a list of the lower- and higher-cost plans. According to the study, the least-expensive 529 plans available are offered by Utah, Oregon, Ohio, Illinois, and North Carolina, while the most expensive plans are offered by Montana, Nebraska,...