Results for "college savings"

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Tax breaks for out-of-state 529 plans unlikely

September 20, 2009

The Department of the Treasury wants all states that have an income tax and also sponsor a Section 529 college savings plan to offer residents a tax break, no matter what plan they choose, even if it is one from another state. Nice try, but...

College savings rate found insufficient, but 529s shine

September 17, 2009

While the recession has taken a toll on Americans’ ability to save money for college, there are some encouraging signs from families using Section 529 college savings plans, according to a trio of reports released today as part of College...

Treasury recommends change to 529 plans

September 9, 2009

The Department of the Treasury today recommended a change in how the cap on contributions to Section 529 college savings plans is set. Currently, caps are imposed per beneficiary per state. The Treasury recommended that one cap be imposed per...

Military spouses receive financial training

September 6, 2009

Finra is continuing to reach out to the spouses of military personnel to give them the training to help others deal with financial difficulties. The Financial Industry Regulatory Authority Inc. said recently that it has awarded 195 military...

Tips for when everything isn't A-OK

September 6, 2009

Elmo's world is getting a little bigger. Sesame Workshop, the non-profit organization that produces “Sesame Street,” is developing a prime-time special for the Public Broadcasting Service aimed at helping financially strapped parents and...

College savings legislation likely to be sidelined by health care push

September 6, 2009

A bill that would continue to allow investors in Section 529 college savings plans to make two changes each year to their investment allocations appears unlikely to be passed by the House anytime soon, according to industry and Washington insiders....

Marketing efforts from 529 plans accentuate the positive

September 6, 2009

As the Section 529 college savings plan industry this month enters its most important marketing period, it has turned a blind eye to the unsettling events of the past 12 months. Translation: A 20% drop in the stock market since last September...

Spike in student loans could be boon to 529s

September 3, 2009

The amount of money students borrowed for college has risen dramatically in the last year, a development that could be beneficial to Section 529 college savings plans — if the 529 industry can effectively communicate its message, observers...

College savings plan legislation likely to be sidelined by health care push

September 2, 2009

A bill that would continue to allow investors in Section 529 college savings plans to make two changes each year to their investment allocations appears unlikely to pass the House anytime soon, industry and Washington insiders say. “Everybody...

529 assets spiked in 2Q, but still were off '08 levels

August 17, 2009

Assets in Section 529 college savings plans are beginning to recover from last year’s sharp drop, climbing to an estimated $98.6 billion in the second quarter, up 15% from first quarter assets of $85.9 billion. Despite the recent improvement,...

529 industry gets comments ready ahead of Treasury Department's report next month

August 6, 2009

The section 529 college savings plan industry is getting its ducks in a row before an Aug. 14 deadline for comments to be considered before the Department of the Treasury's Office of Economic Policy issues a report on the programs next month....

Massachusetts college savings program renews Fidelity's 529 contract

July 28, 2009

Fidelity Investments' contract as program manager for Massachusetts' 529 college savings program, the $2.5 billion U.Fund College Investing Plan, has been renewed by Massachusetts Educational Financing Authority. The organization issued a request...

Finra backs off executive's comment

July 19, 2009

Finra is backing off controversial remarks made by one of its officials regarding the sale of Section 529 college savings plans — comments that caused confusion and consternation. According to Financial Industry Regulatory Authority Inc. spokeswoman...

Finra to reps and execs: Think twice before selling 529s

July 13, 2009

Senior Finra officials have started to tell broker-dealer executives and representatives that they should think twice when selling Section 529 college savings plans. In a Finra compliance meeting in Fort Lauderdale, Fla., last Thursday, Andrew...

Group targeting low-income families for 529 plans

July 12, 2009

The College Savings Initiative will hold its third round table tomorrow in Washington to discuss ways to make Section 529 college savings plans more widely available to lower-income families. “We'd like to see innovative and creative changes...

529 plans tap third-party consultants

June 28, 2009

States that operate Section 529 college savings plans are showing an increased interest in hiring third-party investment consultants to monitor their programs in the wake of the stock market downturn and the poor performance of OppenheimerFunds...

State Street’s program teaches the ABCs of finance

June 24, 2009

State Street Global Advisors launched a campaign today designed to help financial advisers become resources to parents who want to teach their children about finances. “The recent economic downturn has underscored the importance of teaching...

OppenheimerFunds' tentative deal seen as plus for 529 plans

June 21, 2009

A settlement being hammered out between OppenheimerFunds Inc. and five states whose Section 529 college savings plans lost money in the firm's Core Bond Fund could pave the way for investors to recover some of their losses, and that would be...

TraderPlanet.com undergoes redesign

June 19, 2009

TraderPlanet.com has redesigned its website to improve ease of use and navigation for users who want to keep their trading skills sharp. The free site, which boasts 10,000 users, is dedicated to keeping traders better informed and helping them...

Illinois nears $77M settlement with OppenheimerFunds over Core Bond Fund

June 15, 2009

The Office of the Illinois State Treasurer may reach a settlement with OppenheimerFunds Inc. by the end of this month to recover $77 million for the state’s Bright Start College Savings Program as a result of losses from the Oppenheimer Core...

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