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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
7/17/2017 529 Views - Financial Wellness and 529sSee summary
7/10/2017 529 Views - Market Sizing 529 Contract ExpirationsSee summary
7/5/2017 529 Views - Top 10 Announcements of the WeekSee summary
6/26/2017 529 Views - SIFT 2017 HighlightsSee summary
6/19/2017 529 Views - Market Share of RIA Plans and ShareclassesSee summary
6/12/2017 529 Views - Illinois AnnouncementSee summary
6/5/2017 529 Views - Key Trends in Target MarketsSee summary
5/29/2017 529 Views - Advisory Share Classes ExpandSee summary
5/22/2017 529 Views - Investment Option Level AnalysisSee summary
5/15/2017 529 Views - Product UpdatesSee summary