529 & ABLE SOLUTIONS

A 360-degree approach to benchmarking, understanding and growing the 529 and ABLE Industry

For over two decades, the 529 & ABLE Solutions team has provided essential market data, insights, events and media to product providers and distributors to help strengthen their competitive stance in a rapidly changing market environment. Experienced in addressing the strategic challenges of more than 100 fund manufacturers, distributors, banks and service organizations, our team zeros in on distinctive trends driving the 529 and ABLE industry.

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DATA SOLUTIONS

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QUARTERLY UPDATES

Executive reports providing proprietary market data, in-depth analysis, commentary, and market analytics covering 529 and ABLE product, marketing, and distribution trends.

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QUARTERLY FEE ANALYSIS

Insightful analysis of 529 savings plan fees as compared across investment options, investment types, plans and distribution channels. Also, this report covers program investment line-up updates and trends, contract expiration dates, fee benchmarks, and more.

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WEEKLY VIEWS ON THE NEWS

Weekly compilation highlighting the latest news and events impacting the 529 and ABLE landscape, along with expert commentary and proprietary data on what is driving trends in product development, marketing, and distribution.

RESEARCH SOLUTIONS

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529 DISTRIBUTION ANALYSIS

Based on a new proprietary survey of advisors, this study provides actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies to better align with the needs of advisors and their home offices, and therefore expand distribution of 529s through the advisor, direct and employer channels.

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529 INDUSTRY ANALYSIS

Based on a proprietary survey of parents fielded in April 2022, this report provides actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies based on the demographic demands, shifts and sentiment of parents and their families. The report also provides an overview of the college financial planning landscape, 529 landscape, demographics, product developments, marketing, distribution and more.

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THOUGHT LEADERSHIP

529 DASH NEWSLETTER

Reaching over 6000 subscribers, the goal of the 529 Dash is to help institutions and financial professionals who help families and employers in the education financial planning process by creating and sharing industry relevant news, product training, and best practices, while also building awareness and understanding of the importance of 529 plans and ABLE accounts.

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529 WEBINARS & PODCASTS

Highlight your firm as an industry thought leader through facilitated discussions on 529 & ABLE trends, strategies, and opportunities that the entire 529 and ABLE ecosystem needs to know.

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529 INSIDERS WEBSITE

Access product training, news, best practices, data and research related to trends and challenges facing the 529 and ABLE industry. Increase brand awareness with an engaged audience of advisers, accountants, estate planners, product providers and distributors.

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EVENTS

529 CONFERENCE

Join 529 and ABLE industry leaders at the annual 529 Conference, where interactive sessions and networking events provide key insight into the latest product innovations, legislative and regulatory changes, and marketing and distribution strategies shaping the 529 landscape.

There are two supplementary events happening in conjunction with the 529 Conference. The 529 Essentials Seminar is a pre-conference all-day training session that dives into the mechanics of 529 plans. The ABLE Summit is hosted the afternoon right after the conference ends and is dedicated to successfully participating in and supporting the growth of the ABLE industry.

DATA. ANALYTICS. INSIGHT.

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