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 - Top 10 Product Development Themes from the Alabama RFP      3/18/2019
  The March 18th edition of the 529 Weekly Views on the News on product development themes seen in Alabama's request for proposal
   
529 Views - 529 Gross Contributions, Gross Distributions, and Net Sales, 2017 and 2018      3/11/2019
  The March 11th edition of the 529 Weekly Views on the News on gross contributions, gross distributions, and net sales for the past two years.
   
529 Views - Historical 1-Year 529 Account Growth      3/4/2019
  The March 4th edition of the 529 Weekly Views on the News on historical 1-year 529 account growth
   
529 Views - Benchmarking New Account Growth      2/25/2019
  The February 25th edition of the 529 Weekly Views on the News on benchmarking new account growth
   
529 Views - Benchmarking Fourth Quarter Gross Contributions      2/19/2019
  The February 19th edition of the 529 Weekly Views on the News on benchmarking growth in fourth quarter gross contributions