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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...

529 plans achieving ‘critical mass’

August 6, 2007

NEW YORK — One year after the passage of the landmark Pension Protection Act, which made federal tax breaks for Section 529 college savings plans permanent, the programs are approaching “critical mass,” according to the head of the College...

The smallest 529 plan weighs consolidation

April 16, 2007

NEW YORK — The nation’s smallest Section 529 college savings plan — Tennessee’s BEST Savings Plan in Nashville, which has less than $40 million in assets and is managed by New York-based TIAA-CREF — soon may become the second state to transfer...

TIAA-CREF stages 529 comeback

April 16, 2007

NEW YORK — TIAA-CREF wants to be a contender in the Section 529 college savings plan business — again. And the renewal last month of its three-year contract to manage Michigan’s $1.6 billion Education Savings Program means the giant money...

529 industry targeting grandparents’ IRAs

January 15, 2007

NEW YORK — Grandparents are poised to become the new growth market for Section 529 plans. Program managers who run the college savings plans increasingly are encouraging financial advisers to boost sales by targeting those grandparents above...

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