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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
10/15/2018 529 Views - Amplify 2018See summary
10/8/2018 529 Views - GiftingSee summary
10/2/2018 529 Views - 529 Industry Round-UpSee summary
9/24/2018 529 Views - Minimum Contribution SizeSee summary
9/17/2018 529 Views - Average Contribution per Account per YearSee summary
9/10/2018 529 Views - Market Data on Conservative Investment OptionsSee summary
9/4/2018 529 Views - Historical First Half of Year Gross DistributionsSee summary
8/27/2018 529 Views - College Financial Planning Employer BenefitsSee summary
8/20/2018 529 Views - Number of New AccountsSee summary
8/13/2018 529 Views - Historical 2Q Gross Sales and DistributionsSee summary