Results for "college savings"

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529 college plans to enjoy continued asset growth

June 9, 2008

Expect continued asset growth, more industry consolidation, competition and investment choices as well as broader participation in Section 529 college savings plans in the future, say state administrators of the programs, financial service executives...

Bill to alleviate student loan crisis awaits Bush's signature

May 12, 2008

The College Savings Foundation's summit meeting of experts on college savings, loans and financial aid in Washington next week could not have been better-timed. Following a national uproar over lenders' pulling out of the student loan market,...

Upromise hit with high-level shake-up

March 31, 2008

In a move that has stunned the Section 529 college savings plan business, James Fadule has left his position as president of industry powerhouse Upromise Investments Inc. Mark Chapleau, formerly Upromise's general counsel, will now head the...

529 industry vocal in finalizing fed tax rules

March 10, 2008

The Section 529 college savings plan industry is trying to make sure that the Internal Revenue Service doesn't rain on its parade. Ever since the Pension Protection Act of 2006 made federal tax breaks for such plans permanent, the industry has...

Insuring child to fund college may make sense, some say

March 3, 2008

Using life insurance to fund college costs has become less popular since the introduction of Section 529 plans, but some financial advisers and carriers insist the strategy still works for some middle-income clients. "There are clear advantages...

529 industry takes the next big step

February 18, 2008

The Section 529 college savings plan industry is reaching out to its counterparts at financial aid and student loans groups to hold a first-of-its-kind summit in Washington in late May or early June, InvestmentNews has learned. Rising college...

529 industry plagued by low awareness

February 18, 2008

A new survey on consumer attitudes toward college savings has stoked the ongoing controversy about the need for a national marketing plan to promote Section 529 college savings plans. Only 39% of those who intend to begin saving for a college...

A first: college aid groups to meet

February 15, 2008

A first-of-its-kind summit meeting to explore common ground among the Section 529 college savings plan industry and college financial aid and student loan groups is set to take place in Washington in late May or early June. The summit will be...

Clients' No. 1 concern is retirement, notes study

February 4, 2008

Saving a sufficient amount of money for retirement was the top concern of clients in a recent survey of accountants who provided financial planning services. Ninety-one percent of 427 ac-countants surveyed in December by the American Institute...

Task force formed to simplify 529s

February 1, 2008

The College Savings Foundation will form a task force to attempt to reduce the operational complexity of processing 529 college savings plans, the organization announced at its annual conference in Miami Beach. Operational complexity was identified...

With contracts inked for N.J., Iowa, 529 industry now eyes Michigan

January 14, 2008

Two of the Section 529 college savings plan industry's most sought-after contracts up for renewal this year have been taken off the table, leaving Michigan as the biggest prize for ambitious program managers in 2008. Nonetheless, last week's...

Grandparents investing billions for grandkids

January 7, 2008

Today's grandparents are spending about $50 billion a year on their grandchildren — with about $25 billion of that going toward investments, a recent survey has found. "Grandparents say that grandchildren are essential to their lives and investing...

More children seen vulnerable to 'kiddie tax'

December 10, 2007

More children could be trapped by the dreaded "kiddie tax" this year. "This year, Congress has made income shifting a dream of the past," David Marotta and Beth Nedelisky of Marotta Asset Management Inc. of Charlottesville, Va., wrote in a recent...

529 industry deals with low awareness

November 5, 2007

The Section 529 college savings plan industry is divided over how to raise public awareness of the product. Following a series of studies showing that at least half of all American parents are unfamiliar with the tax-advantaged investment vehicles,...

Age-based funds dominate 529 plans

October 29, 2007

Age-based mutual funds appear to have firmly cemented a commanding position as the investment option of choice in Section 529 college savings plans, according to industry executives at the annual 529 Technical Conference in Las Vegas last week....

'Terror-free' investing draws public pension plans

October 15, 2007

Across the country, states are considering plans to apply "terror-free" investing strategies to their public pensions. Under the policy, the funds would be required to limit — or eliminate altogether — investments in companies with ties...

Personalized service the norm at Highline Wealth Management

October 8, 2007

The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru. The diverse faces on the walls remind...

529s need to raise profile, studies show

October 1, 2007

College savings plans may be receiving record amounts of money, but nearly half of American parents still don't really know what they are, according to two surveys released late last month. One study, by the College Savings Foundation, found...

Fidelity's 529 plans thrive

September 18, 2007

Assets for 529 college savings plans managed by Fidelity Investments grew nearly 60% for the past year ending Aug. 31 to $13.5 billion. Boston-based Fidelity, one of the nations leading 529 plan managers, also reported that over 100,000 new...

529s launch another back-to-school marketing blitz

September 10, 2007

The college savings plan industry once again has unveiled a wide array of marketing campaigns for the back-to-school season, with many plans emphasizing the benefits of 529 plans in light of upcoming changes in the “kiddie tax.” The tax, which...

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