529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
Morgan Stanley to Launch Advisory 529 Plan
By Janet LevauxAs the industry moves to goals-based planning tied to fees (and not commissions), this step "ties in perfectly," an executive said.
April 08, 2019
Top 10 Advisor-Sold 529 PlansThese plans tend to have higher fees but more investment options than the plans consumers can buy on their own.
January 16, 2019
These 11 Counties and Cities Offer Tuition-Free College ProgramsLocal high school graduates qualify based on their high school GPAs, chosen college and often income.
November 02, 2018
How Much Do Families Leave Behind by Not Using 529 Plans?A Morningstar analysis looks at the effect of using a 529 college savings plan instead of other savings vehicles.
August 27, 2018
Top 8 Direct-Sold 529 Plans: Savingforcollege.comThese plans earned the highest rankings for their performance over three and five years.
August 21, 2018
8 Best RIA-Sold 529 Plans: Savingforcollege.comThese are the best-performing 529 funds sold through RIAs based on the three-year performance composite rankings.
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.