529 Industry Analysis 2016

Annual in-depth analysis of the trends that will drive the 529 industry.

68% of parents are saving for college (32% with 529s, 36% without 529s), while 32% are not saving for college. Learn how to drive more families to save for college and with a 529 plan based on a dedicated and proprietary survey of parents and insights from an industry leader.

Released in April 2016, the annual 529 Industry Analysis 2016 report is the only dedicated 529 source in the marketplace that explains how to get more families to save with your 529 plan from a product, marketing and distribution perspective, and at a price point that works within the tight margins of the industry.

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KEY THEMES

  • In-depth analysis of the rising student loan debt issue, the shifting demographics of 529 users and growth of the RIA, gifting and employer channels.
  • Analysis of the broadening of college financial planning to include saving, paying and repaying college expenses, as well as 529 industry projections by channel.
  • Aligning with the trend of plan advisers helping plan sponsors set up and maintain college financial planning employee benefits.

About the Author

Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.

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