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.
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1Q 2020 529 Quarterly Update |
5/15/2020 |
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The 1Q 2020 edition of the 529 Quarterly Update contains business line analysis commentary, a 1Q'20 industry data snapshot, and a marketplace update. |
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4Q 2019 529 Quarterly Update |
2/10/2020 |
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The 4Q 2019 edition of the 529 Quarterly Update contains business line analysis commentary, a 4Q'19 industry data snapshot, and a marketplace update. |
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3Q 2019 529 Quarterly Update |
11/11/2019 |
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The 3Q 2019 edition of the 529 Quarterly Update contains business line analysis commentary, a 3Q'19 industry data snapshot, and a marketplace update. |
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2Q 2019 529 Quarterly Update |
8/9/2019 |
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The 2Q 2019 edition of the 529 Quarterly Update contains business line analysis commentary, a 2Q'19 industry data snapshot, and a marketplace update. |
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1Q 2019 529 Quarterly Update |
5/14/2019 |
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The 1Q 2019 edition of the 529 Quarterly Update contains business line analysis commentary, a 1Q'19 industry data snapshot, and a marketplace update. |
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