Browsing Tag
529 Plan
20 posts
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…
COVID-19 Having Bigger Impact on Smaller 401(k)s
According to new data from Ascensus, small business 401(k) plans with 25 or fewer participants appear to have…
3 Tips to Make the Most of an Atypical ‘529 Day’
It’s the 29th day of the fifth month of the year—which makes it “529 Day,” or more formally,…
SECURE Act Subject of New CFP Exam Prep Resource
SECURE Act CFP Exam updates for July 2020 help candidates prepare with key changes, tips, and learning objectives for success.
SECURE Act Allows 529 Plans to Repay (Some) Student Loan Debt
One reason many people can’t contribute as much as they’d like—or should—to their 401k is they have competing…
How Behavioral Finance Will Impact This Swing State’s Retirement Savings
Joseph Torsella, PA State Treasurer, seeks to enhance retirement savings with behavioral finance initiatives for residents.
Ted Cruz Blocks SECURE Act
After the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House on May…
National 529 Day: States Aim to Boost Awareness
It’s May 29, which means it’s “529 Day,” or more formally, National 529 College Savings Plan Day—a new…