529 Weekly Views on the News

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.

All reports are in PDF format [download Acrobat Reader]


529 Views - Tax Cuts and Jobs Act      12/11/2017
  The December 11th edition of the 529 Weekly Views on the News on Congressional proposals
   
529 Views - New Accounts      12/4/2017
  The December 4th edition of the 529 Weekly Views on the News on revisions to new account numbers
   
529 Views - Market Data Spotlight: Gifting      11/27/2017
  The November 27th edition of the 529 Weekly Views on the News on the use of gifting in 529s
   
529 Views - Automatic Funding      11/20/2017
  The November 20th edition of the 529 Weekly Views on the News on the percentage of 529s with automatic funding
   
529 Views - 529 Omnibus Table Updated      11/13/2017
  The November 13th edition of the 529 Weekly Views on the News on survey information on omnibus accounting for 529s