College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
August 22, 2001
PacifiCare Gets One-Year Extension On Credit Facility PaymentsNU Online News Service, Aug. 22, 2:26 p.m. -- PacifiCare Health Systems Inc., Santa Ana, Calif., says its lenders have agreed to give it ...
August 19, 2001
The Question Is: How Can You NOT Offer Equity Products?The Question Is: How Can You Not Offer Equity Products?By "We (financial advisors) dont have any choice any more about whether to offer equities to ...
August 16, 2001
Memphis Firm Says 529 College Savings Plans May Be Wrong For Some InvestorsNU Online News Service, Aug. 16, 12:16 p.m. -- Waddell & Associates Inc., Memphis, a fee-only investment advisory firm, says clients should think carefully ...
July 27, 2001
Virginia Picks Capital Group To Run 529 College Savings ProgramNU Online News Service, July 27, 2:25 p.m. -- The Virginia College Savings Plan, Richmond, Va., a state agency, has picked American Funds Distributors ...
July 12, 2001
T. Rowe Price Wins Maryland College Plan ContractNU Online News Service, July 12, 12:15 p.m. -- T. Rowe Price Associates Inc., Baltimore, has won a contract from the Maryland Prepaid College ...
June 28, 2001
529 Plans Getting A Second LookBySection 529 college savings plans have been slow to endear themselves to insurance agents and brokers.When the Internal Revenue Service issued Section 529 of the ...
June 10, 2001
Tax Bill Could Make Selling College Savings Plans EasierTax Bill Could Make Selling College Savings Plans Easier ByLegislation passed recently by Congress and expected to be signed by President Bush contains a federal ...
June 05, 2001
LIMRA Hands More Responsibility For CLF Program To American CollegeNU Online News Service, June 5, 12:10 p.m. -- LIMRA International, Windsor, Conn., says it is turning more responsibility for the Chartered Leadership Fellow ...
June 01, 2001
GenAmerica Names Long-Time Employee Chief Information OfficerNU Online News Service, June 1, 1:05 p.m. -- GenAmerica Financial Corp., St. Louis, has named Edward "Mont" Little senior vice president and chief ...