Browsing Tag
529 Plan
17 posts
Ascensus Joins T. Rowe Price in 529 Partnership
Ascensus will provide recordkeeping and account servicing for over 675,000 account owners under T. Rowe Price's four 529 programs
Savers Still Unaware of 529 Features
A recent survey from Edward Jones finds that 75% of Americans are uninformed about the full benefits that 529 plans offer
New ‘401Kids’ Bill Seeks to Create Savings Accounts for Every American Child
Senators Casey, Wyden and Schumer add clout to bill aiming to build wealth for the next generation
Betterment at Work Launches 529 Savings Solution
The solution offers benefits including tax-advantaged savings and flexible contribution limits
Bill Makes 529-to-Roth IRA Rollovers Penalty-Free
Bipartisan “College Savings Recovery Act” introduced in Senate
529 Plans Still Have an Identity Problem
As “National 529 Day” approaches, Edward Jones survey finds only two in five Americans recognize 529 plans as an education savings tool—and only 13% are using them
Betterment Launches Student Loan Management Tool, Enters 529 Space
Betterment at Work announces addition of two powerful financial planning tools to its 401k solution for employers
Vestwell Sets Sights on BNY Mellon’s 529, State Savings Division
The cloud-based recordkeeper is aiming to increase savings participation with acquisition and expand its workplace platform offerings
As ‘529 Day’ Approaches, States Crank Up Much-Needed Awareness Efforts
Saturday is more than just May 29th. It’s National 529 Day, a celebration of the tax-advantaged accounts that…
Matching 401k Contributions Have Dipped 5.5% During Pandemic
Employer matching contributions to retirement plans decreased 5.5% from March through July (based on projections), a 2 percentage…