529 College Savings Quarterly Update

These reports provide in-depth analysis, commentary and data on 529 product, marketing and distribution trends. Each issue also features direct, quantifiable data around base market analytics, including: 529 plan assets by state, program, program manager and primary distributor; qualitative data; and market trends impacting the competitive landscape of the college savings industry.


1Q 2018 529 Quarterly Update      5/11/2018
  The 1Q 2018 edition of the 529 Quarterly Update contains business line analysis commentary, a 1Q'18 industry data snapshot, and a marketplace update.
   
4Q 2017 529 Quarterly Update      2/9/2018
  The 4Q 2017 edition of the 529 Quarterly Update contains business line analysis commentary, a 4Q'17 industry data snapshot, and a marketplace update.
   
3Q 2017 529 Quarterly Update      11/13/2017
  The 3Q 2017 edition of the 529 Quarterly Update contains business line analysis commentary, a 3Q'17 industry data snapshot, and a marketplace update.
   
2Q 2017 529 Quarterly Update      8/15/2017
  The 2Q 2017 edition of the 529 Quarterly Update contains business line analysis commentary, a 2Q'17 industry data snapshot, and a marketplace update.
   
1Q 2017 529 Quarterly Update      5/8/2017
  The 1Q 2017 edition of the 529 Quarterly Update contains business line analysis commentary, a 1Q 2017 industry data snapshot, and a marketplace update.