529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
November 09, 2021
7 Worst 529 College Savings Plans of 2021: MorningstarThese 529 plans have structural flaws like subpar asset allocation or high fees, analysts say.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
October 28, 2021
15 Best 529 College Savings Plans of 2021: MorningstarThe firm's manager research analysts have identified the education savings plans they consider best in class in 2021.
September 13, 2021
J.P. Morgan Drops Upfront Fee on Some 529 PlansJ.P. Morgan Wealth Management advisors will offer select plans without the sales charge, which can be as high as 5.75%.
September 07, 2021
Clients Can Use 529 Plans to Pay for K-12 School. But Should They?Clients seeking tax-friendly ways to pay tuition might find this option attractive, but beware the fine print.
December 30, 2020
Morgan Stanley to Return $1.7M in Excess 529 Plan Fees, InterestFINRA's self-reporting 529 plan share-class program includes $2.7 million in total restitution and interest paid to clients of 3,900 accounts.
July 24, 2020
Morningstar Changes Ratings Framework for 529 PlansDistinctions between advisor-sold and direct-sold plans will be eliminated.
May 29, 2020
Morgan Stanley to Launch Advisory 529 PlanAs the industry moves to goals-based planning tied to fees (and not commissions), this step "ties in perfectly," an executive said.
October 08, 2019
Fidelity Cuts Fees on 529 Plans and Launches Some New OnesThe eight new blended portfolios include active and passive investments.
May 29, 2019
Direct-Sold 529 Plans Coming to Advisor Market: MorningstarThese plans, which have lower fees than advisor-sold 529 plans, are becoming more available as advisors shift away from commissions.