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529 College Savings

The 529 College Savings Practice provides in-depth analysis, commentary and data across key areas within the 529 industry. Our research covers the latest marketing and distribution trends, insight into 529 fees, performance and investment lineups along with other key market trends impacting the competitive landscape of the college savings industry

Click on the tabs below to get an overview of each publication underlying the research subscription:

These reports provide in-depth analysis, commentary and data on 529 product, marketing and distribution trends. Each issue also features direct, quantifiable data around base market analytics, including: 529 plan assets by state, program, program manager and primary distributor; qualitative data; and market trends impacting the competitive landscape of the college savings industry.

Latest Reports
11/13/2017 3Q 2017 529 Quarterly UpdateSee summary
8/15/2017 2Q 2017 529 Quarterly UpdateSee summary
5/8/2017 1Q 2017 529 Quarterly UpdateSee summary
2/16/2017 4Q 2016 529 Quarterly UpdateSee summary
11/8/2016 3Q 2016 529 Quarterly UpdateSee summary
8/22/2016 2Q 2016 529 Quarterly UpdateSee summary
5/17/2016 1Q 2016 529 Quarterly UpdateSee summary
2/11/2016 4Q 2015 529 Quarterly UpdateSee summary
11/9/2015 3Q 2015 529 Quarterly UpdateSee summary
8/14/2015 2Q 2015 529 Quarterly UpdateSee summary