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 - Employer Channel Market Sizing      2/12/2018
  The February 12th edition of the 529 Weekly Views on the News on a market sizing on the employer channel
   
529 Views - 4Q 2017 529 Market Sizing      2/5/2018
  The February 5th edition of the 529 Weekly Views on the News on 529 market sizing as of year end 2017
   
529 Views - Estimated Gross Sales From New Accounts      1/29/2018
  The January 29th edition of the 529 Weekly Views on the News on estimated gross sales from new accounts
   
529 Views - 529 Savings Plan Annual Churn Rate      1/22/2018
  The January 22nd edition of the 529 Weekly Views on the News on the churn rate in 529 savings plans
   
529 Views - SI 529 Quarterly Data Collection      1/16/2018
  The January 16th edition of the 529 Weekly Views on the News on potential changes around 529 data collection