Holistic Advising Requires Student Debt Counseling
Recent college graduates naturally look forward to their first well-paying job—and they often have a lot of ideas about what they will do with their income having nothing...
Tag: 529 college savings plans
Franklin Templeton 529 Tool Leverages Crowd Funding
The program is designed to help savers utilize help from family and friends to reach 529 plan goals.
PLANSPONSOR Data Reveals 529 Savings Trends
Retirement plan advisers may find a natural extension of their business model in serving the 529 college savings plan market.
Small Employers Now Have Access to College Savings Benefit
HR platform provider Gusto is making 529 plans available through a partnership with Gradvisor.
PLANSPONSOR Retirement Plan Sponsor of the Year Deadline Approaches
This is a friendly reminder that 2017 PLANSPONSOR Retirement Plan Sponsor of the Year nomination forms are still available. Don't wait to nominate—time is running out!
More Parents Are Saving for College
Their average balance has jumped from $10,040 last year to $16,380 in 2016.
Number of Families Investing in 529 Plans Reaches Record High
Forty-one percent of families have a 529 plan.
College Savings Decisions Can Impact Retirement Savings
Vanguard recommends three actions parents can take to lower their tuition bill.
Many Parents Put Children’s Education Ahead of Retirement Savings
A majority would go into debt to fund their child’s college education.
Two Private Equity Firms Will Acquire Ascensus
Genstar Capital and Aquiline Capital Partners agree to acquire Ascensus Inc.
Chances Are Your Clients Are Saving for College Expenses
The retirement specialist advisory industry is still coming to terms with the opportunities and challenges of servicing 529 college savings plans.
Ascensus College Savings Launches Learn529.com
The interactive website educates investors about 529 plans.
Retirement Savings Sacrificed for College Costs
A study finds about half of parents are willing to delay retirement or dip into retirement savings to pay for children’s education.
Studies Offer Guidance for Growing 529 Plan Business
Two research studies from Strategic Insight offer guidance to gaining market share in the 529 college savings plan industry.
Advisers Can Help with College Savings Strategies
Parents are thinking about their strategies for saving for children’s college costs, and one-third are turning to advisers for help.
Growth of 529 Plans Slows
Assets in 529 college savings plans continue to set yearly records, but growth in both the adviser-sold and direct-sold channels is slowing, research shows.
OppenheimerFunds Enhances 529 Plan
A wider array of investment options, an adviser-focused micro site and new branding are among the improvements to OppenheimerFunds’ Scholar’s Edge 529 Plan.
ING U.S. Expands 529 Presence
ING U.S. Investment Management became program manager for the adviser-sold portion of the state of Iowa’s IAdvisor529 Plan.
529 Plan Assets Hit $169B
Total 529 savings plan assets reached an estimated $168.5 billion in the last quarter of 2012.