Tag: College savings plans 529

Fidelity Investments recently released the results of their 4th annual College Savings Indicator study, as well as new guidelines for how much parents should be setting aside...

T. Rowe Price and the Education Trust of Alaska announced fee reductions to their College Savings Plan. 

AllianceBernstein has renewed its contract to provide program management and investment management services to CollegeBoundfund, Rhode Island’s adviser-sold 529 college savings plan.

Putnam Investments says it will begin to “actively seek opportunities” to serve the broader college savings market nationwide.

Franklin Templeton Investments and the New Jersey Higher Education Student Assistance Authority (HESAA) have announced additional investment options for the Franklin Templeton 529 College Savings Plan.

The Hartford said it added new Web tools to help start a college-savings dialogue between financial advisers and their clients.

Investors are leaning on their advisers to help them with the college savings process, a survey by The Hartford indicated.

While the 529 market is growing, the Financial Research Corporation (FRC) found that a large number of adviser-influenced account owners bypass traditional adviser-sold plans.

OppenheimerFunds, Inc., and the state of Illinois have reached an agreement to resolve the state's investigation into the management of its Bright Start College Savings Program.

Fidelity Investments has announced enhancements to its seven state-sponsored 529 College Savings Plans.

The state of Oregon has reached a $20-million settlement with MassMutual Financial Group's OppenheimerFunds Inc. of losses in a bond fund in the state's 529 college-savings plan.

A survey by OppenheimerFunds suggests advisers might have an opportunity to help women save for their children's college costs without sacrificing their retirement savings.

The Financial Planning Association (FPA) said it unveiled a tool to help financial planners guide families to smart college choices.

The Hartford SMART529, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, has unveiled a Checks and Balances investment portfolio.

iShares and Barclays Global Investors launched new adviser-focused 529 plan tools, including a comparison calculator.

Parents who use advisers would like more help with college-related decisions, according to a Fidelity survey.

Among its many provisions, the American Recovery and Reinvestment Act (ARRA) included a rule change for Section 529 tax-free college savings plans and prepaid tuition programs to add...

New Jersey's Higher Education Student Assistance Authority reached an agreement to reduce administrative fees and offer more conservative investments for the NJBEST 529 college savings plan.

NewRiver, Inc., has announced the availability of FundPOINT Desktop for 529 Plans, a single-source desktop solution for managing multi-layered 529 college savings plan information.

There’s plenty of opportunity for advisers to help high-net-worth (HNW) investors save for college funds, according to Phoenix.