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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:

Now in its 16th year, this weekly publication provides investment and distribution leaders in the 529 industry with a compendium of the latest news and events. The summary is enhanced by SI's expert, candid and timely commentary on how these events will drive product developments, marketing and distribution, and how firms should position themselves strategically and tactically for maximum growth.

Latest News
11/20/2017 529 Views - Automatic FundingSee summary
11/13/2017 529 Views - 529 Omnibus Table UpdatedSee summary
11/6/2017 529 Views - HR 1 ProposalSee summary
10/30/2017 529 Views - Estimated 3Q 2017 529 Gross SalesSee summary
10/23/2017 529 Views - 5-Year Annual Net Sales and Appreciation by ChannelSee summary
10/16/2017 529 Views - Sales and Appreciation by ChannelSee summary
10/9/2017 529 Views - Cumulative Net Sales and AppreciationSee summary
10/2/2017 529 Views - John Hancock Product EnhacementsSee summary
9/25/2017 529 Views - Industry Round-UpSee summary
9/18/2017 529 Views - College Financial Planning Boosts Retirement PlanningSee summary