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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
8/20/2018 529 Views - Number of New AccountsSee summary
8/13/2018 529 Views - Historical 2Q Gross Sales and DistributionsSee summary
8/6/2018 529 Views - Cost of Single- vs. Multi-Managed PlansSee summary
7/30/2018 529 Views - Industry Round-UpSee summary
7/23/2018 529 Views - Advisor-Sold Share Class UsageSee summary
7/16/2018 529 Views - Louisiana Program for K-12 TuitionSee summary
7/9/2018 529 Views - 529 Industry Round-UpSee summary
7/2/2018 529 Views - Convertible C Shares UpdatesSee summary
6/25/2018 529 Views - Historical 2Q Gross Sales and Gross DistributionsSee summary
6/18/2018 529 Views - Convertible C SharesSee summary