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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
2/11/2019 529 Views - Market Data on Gross DistributionsSee summary
2/4/2019 529 Views - 4Q 2018 529 and ABLE Market SizingSee summary
1/28/2019 529 Views - 529 Rollover Market DataSee summary
1/22/2019 529 Views - Savings RatesSee summary
1/14/2019 529 Views - Convertible C Updates, Contract Renewals, and Product DevelopmentsSee summary
1/7/2019 529 Views - 529 and ABLE Industry Round-UpSee summary
12/31/2018 529 Views - Top 5 Themes to Watch in 2019See summary
12/24/2018 529 Views - 529 and ABLE Industry Round-UpSee summary
12/17/2018 529 Views - Estimated RIA Market SizingSee summary
12/10/2018 529 Views - Market Sizing RIA Plans and ShareclassesSee summary