Tag: 529 college savings plans

Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...

The changes make it possible to roll over 529s into Roth IRAs and easier to qualify for an ABLE account.

Despite a lack of knowledge about the accounts, experts say the potential for growth in these products is high.

UNest Holdings claims Ascensus pushed the company out of the college savings market in an effort to create a monopoly.

The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.

The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching...

FINRA is encouraging firms to undertake a qualitative review of their supervisory practices ranging back to 2013—not a full quantitative analysis of individual 529 plan transactions or recommendations.

This year, the Practice Development column in PLANADVISER print explored various ways retirement plan advisers can expand their practices beyond 401(k)s, with the goals of adding new revenue...

Workers under age 35 are realizing they need to start saving now, according to Ascensus.

While college savings and student loan debt aren’t typically an area of focus for retirement plan advisers, new survey data suggests a few simple reminders can be a...

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers...

Only 10% plan to tap their retirement savings to help fund their child’s college education.

A mere 29% know that they are vehicles for education savings, Edward Jones found in a survey

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....