Browsing Tag
529 Plan
21 posts
Ascensus Hits $300B in 529 Assets
Ascensus saw over 800,000 new 529 accounts open and over $25 billion in contributions in 2025
Best State 529 Plans of 2025 Rated by Morningstar
5 states repeat as Gold Medalists; 31 of 59 plans evaluated earned a Gold, Silver or Bronze rating
529 Day Puts College Savings in the Spotlight
Only 2 in 5 believe they are saving enough for college as more than 43 million Americans are carrying student loan debt
Americans Oblivious to 529 Plan Benefits
Over half of Americans are unaware of what a 529 plan is, Edwards Jones finds
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