Results for "college savings"

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Survey: 529 industry feeling the heat of financial furnace

January 29, 2009

Even the normally upbeat Section 529 college savings plan industry is in the dumps as it grapples with the financial crisis, according to a survey released this morning by the College Savings Foundation at its annual conference in Miami Beach,...

Financial advisers try last-resort strategies

November 30, 2008

When a client recently told her adviser that she would be losing her public relations job in six months, Morris Armstrong gave her advice that he never thought he would dispense: He told the single mother, who had been contributing significantly...

Investors scramble to find safety in 529s

November 16, 2008

Politics isn't the only place where people are opting for change. Nervous account holders spooked by the recent turmoil in the markets are either switching over to more conservative investments in their Section 529 college savings plans or inquiring...

Illinois' Treasury acts to boost visibility of 529 plans

November 9, 2008

One of the bright spots in an otherwise difficult year for the Section 529 college savings plan industry has been the aggressive efforts of Alexi Giannoulias, Illinois' dynamic young state treasurer, to boost the visibility of college savings...

Hard times are forcing parents to cut back on college saving

October 12, 2008

The nation's faltering economy is forcing many parents to put off saving money for their kids' college education. In the first six months of the year, net sales for Section 529 college savings plans fell by more than 33% to $6.3 billion, from...

Bad economy hits college savings plan sales hard

September 22, 2008

The sputtering economy is continuing to take a toll on college savings, but Section 529 college savings plan officials remain upbeat. Gross sales for such plans dropped 15% from the first to the second quarter, from $2 billion to $1.7 billion,...

529 industry launches fall advertising blitz

September 8, 2008

States and financial services companies promoting Section 529 college savings plans face an uphill battle this year as they kick off their traditional fall advertising campaigns. Due to the faltering economy, parents are putting less money into...

Missouri enacts hot-button 529 tax parity law

July 14, 2008

Proponents of tax parity for 529 college savings plans won a hard-fought victory last week when Missouri became the fifth state in the country to offer tax benefits for out-of-state plans. The "Show-Me State" joined Arizona, Kansas, Maine and...

Better than a toy

June 23, 2008

The idea for a Section 529 college savings plan gift registry came to Jeff Frese last year at a birthday party for his 4-year-old niece. Watching the birthday girl happily playing with empty opened boxes and ignoring her expensive presents,...

Thank tax law for college savings plans

June 9, 2008

Aug. 17, 2006, was probably the happiest day in the history of the Section 529 college savings plan business. On that day, President Bush signed the Pension Protection Act of 2006, putting into effect a provision that the industry had sought...

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...

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