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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
3/20/2017 529 Views - CSF Conference 2017See summary
3/13/2017 529 Views - Advisor-Sold Assets by Share ClassSee summary
3/6/2017 529 Views - Employer Channel Data Part 2See summary
2/27/2017 529 Views - Employer Channel DataSee summary
2/21/2017 529 Views - Number of New 529 AccountsSee summary
2/13/2017 529 Views - 529 Market SizingSee summary
2/6/2017 529 Views - Number of New 529 AccountsSee summary
1/30/2017 529 Views - Average ContributionsSee summary
1/23/2017 529 Views - Inactive 529 AccountsSee summary
1/17/2017 529 Views - Automatic FundingSee summary