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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
2/12/2018 529 Views - Employer Channel Market SizingSee summary
2/5/2018 529 Views - 4Q 2017 529 Market SizingSee summary
1/29/2018 529 Views - Estimated Gross Sales From New AccountsSee summary
1/22/2018 529 Views - 529 Savings Plan Annual Churn RateSee summary
1/16/2018 529 Views - SI 529 Quarterly Data CollectionSee summary
1/8/2018 529 Views - HR1 and State Tax ImpactsSee summary
1/2/2018 529 Views - New 529 TableSee summary
12/26/2017 529 Views - 529 Assets in TIPSSee summary
12/18/2017 529 Views - Industry Round-UpSee summary
12/11/2017 529 Views - Tax Cuts and Jobs ActSee summary