Tag: 529 college savings plans

The asset management firm found that financial aid has not kept pace with the rising cost of college tuition, with...

A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over...

As many parents around the US bring their kids back to college campuses, attorneys unpack 2024 provisions that make 529...

The digital recordkeeper has a new tax-deferred savings program that makes automatic contributions dependent on when it rains in the...

Additionally, more than one-third of parents reported no financial plan for meeting their broader goals.

529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.

529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee...

As ABLE accounts surpass a billion dollars in assets, advisers can use the program to help those with disabilities, Vestwell...

The recordkeeper with a large presence in small businesses and PEPs moves into four business segments.

Participants could withdraw funds starting at age 18 to pay for higher education, business startups and home purchases.

Payments on the platform are predicted to skyrocket in the coming year, in part due to the ability to pay...

Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.

The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...

The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.

An initial program targeting the midsize plan sponsor market saw 38% participant engagement.

Users will be able to view their education savings alongside their other investments in one dashboard. 

The SECURE 2.0 Act makes 529s a more appealing investment and potentially an easy financial wellness option for sponsors intimidated...

The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50%...

529 college savings plans reach $411 billion as Supreme Court and private industry considers how to manage student loan burdens.

As of the fourth quarter of 2022, the total market for 529 savings plans rose to 16 million accounts with...