529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
How Much Do Families Leave Behind by Not Using 529 Plans?
By Emily ZulzA Morningstar analysis looks at the effect of using a 529 college savings plan instead of other savings vehicles.
May 24, 2018
529 Savings Plan Assets Swell to a Record $319 BillionThe number of 529 accounts also climbed sharply, according to the College Savings Plans Network.
May 14, 2018
Less Than a Third of Americans Know What a 529 Plan Is: Edward JonesOnly four in 10 parents with children under 13 are saving for education, the firm reports.
November 03, 2017
GOP Tax Bill Bolsters 529 PlansThe bill may make 529 college savings plans more palatable, says Savingforcollege's Martha Kortiak Mert.
October 27, 2017
Morningstar’s Good and Bad 529 Savings Plans in 2017Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
January 18, 2017
House Bill Would Let Students Pay Off Loans With 529 PlansThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
June 22, 2016
States Roll Out 529 Plans for Disability ExpensesFollowing the passage of the ABLE Act in December 2014, several states have authorized plans similar to the college savings vehicles to cover disability-related expenses.
May 27, 2016
Advisor-Sold 529 Plans Lose Market Share Even as Assets GrowAdvisor-sold 529 plans account for 46% of all 529 plan assets, but more investors are choosing direct-sold funds with lower fees, according to Morningstar.