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529 News
Federal News
- Senate bill would provide consistent definition of education expenses (06/23/2009)
- White House asks Treasury for 529-plan improvements (04/20/2009)
- House bill would make 529 contributions eligible for saver's credit (03/12/2009)
- Economic stimulus bill adds computer expenses as 529-eligible (02/17/2009)
- Oregon pushes idea for using 529s to pay back student loans (02/03/2009)
- IRS to allow two 529 investment changes in 2009 (12/23/2008)
- Gift-tax annual exclusion to increase to $13,000 (09/17/2008)
- Section 529 regulations still an IRS priority (09/10/2008)
- President Bush signs higher-education reauthorization bill (08/15/2008)
- Military survivor benefits may be contributed to Coverdell ESA (06/18/2008)
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Industry News
- Futuretrust Hopes & Dreams Survey reflects economic deterioration (06/29/2009)
- Survey shows 529 plans underutilized by affluent (06/19/2009)
- One-third of college savers are using 529 plans (05/29/2009)
- Wee Web and Freshman Fund to merge (05/27/2009)
- 529 assets continue to slide (05/26/2009)
- Nonprofits team up for College Savings Initiative (05/26/2009)
- OppenheimerFunds survey finds parents falling behind (05/19/2009)
- Futuretrust and Waterfield offer 529 checking account (04/26/2009)
- Morningstar selects its 5 best/worst 529s (04/23/2009)
- 529 assets declined in 2008 fourth quarter (03/05/2009)
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Plan News
- Iowa 529 reduces fees (07/02/2009)
- Nebraska's AIM 529 closes to new investors (07/01/2009)
- Schwab 529 adds money market option (06/30/2009)
- Vanguard 529 fees to drop (05/26/2009)
- Kentucky 529 to stay with TIAA-CREF (05/26/2009)
- Arkansas GIFT 529 reduces expenses (05/24/2009)
- Iowa Advisor 529 adds 3 ETF options (05/24/2009)
- North Carolina 529 to pare investment options (04/29/2009)
- Alabama suspends enrollment in prepaid plan (03/31/2009)
- NY Direct 529 launches international fund (03/28/2009)
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State News
- Indiana 529 credit does not apply to rollovers (07/02/2009)
- BlackRock reported as choice for new Ohio 529 (06/29/2009)
- Connecticut issues RFP for 529 plan manager (06/15/2009)
- OppenheimerFunds to exit Oregon at year's end (06/10/2009)
- Massachusetts to bid out 529 program management (04/14/2009)
- Oregon sues OppenheimerFunds for 529 losses (04/14/2009)
- Oklahoma adds advisor-sold 529 savings plan (04/08/2009)
- Oregon issues RFP for program manager of direct 529 (04/01/2009)
- Bill introduced for new prepaid tuition plan in Oregon (03/31/2009)
- Oklahoma to add an advisor 529 plan (03/12/2009)
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