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529 College Savings

The 529 College Savings Practice provides in-depth analysis, commentary and data across key areas within the 529 industry. Our research covers the latest marketing and distribution trends, insight into 529 fees, performance and investment lineups along with other key market trends impacting the competitive landscape of the college savings industry

Click on the tabs below to get an overview of each publication underlying the research subscription:

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.

Latest News
4/15/2019 529 Views - 529 and ABLE Industry Round-UpSee summary
4/8/2019 529 Views - Target Date Product DevelopmentsSee summary
4/1/2019 529 Views - SECURE ActSee summary
3/25/2019 529 Views - CSF Conference 2019: Top 5 Key TakeawaysSee summary
3/18/2019 529 Views - Top 10 Product Development Themes from the Alabama RFPSee summary
3/11/2019 529 Views - 529 Gross Contributions, Gross Distributions, and Net Sales, 2017 and 2018See summary
3/4/2019 529 Views - Historical 1-Year 529 Account GrowthSee summary
2/25/2019 529 Views - Benchmarking New Account GrowthSee summary
2/19/2019 529 Views - Benchmarking Fourth Quarter Gross ContributionsSee summary
2/11/2019 529 Views - Market Data on Gross DistributionsSee summary