529 Plans
Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.
J.P. Morgan Drops Upfront Fee on Some 529 Plans
By Jeff BermanJ.P. Morgan Wealth Management advisors will offer select plans without the sales charge, which can be as high as 5.75%.
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.
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.