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529 News
Federal News
- Court case rules on Sec. 529 room and board (12/01/2009)
- IRS announces 2010 inflation adjustments (10/16/2009)
- Treasury issues report calling for 529 improvements (09/09/2009)
- 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)
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Industry News
- 529 assets increase in 2010 Q1 (07/14/2010)
- Futuretrust college-savings survey find parents expect kids' help (02/02/2010)
- Hartford survey shows more families ready to save for college (12/20/2009)
- 529 assets increase in 2009 Q3 (11/12/2009)
- OFI polls explores women's role in college planning (11/11/2009)
- Sallie Mae survey shows parents of younger children saving more (10/01/2009)
- Fidelity survey shows families falling further behind in college savings (10/01/2009)
- College Savings Foundation finds parents relying more on loans (10/01/2009)
- Columbia Management being sold to Ameriprise (09/30/2009)
- Survey shows more teens saving for college (09/28/2009)
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Plan News
- New York's College Savings Program - Direct Plan reduces fees (08/30/2010)
- Independent 529 Plan changing its pricing (07/14/2010)
- Pennsylvania 529 Investment Plan announced lower fees (07/13/2010)
- MOST - Missouri's 529 College Savings Plan (Direct-sold) lowers fees (07/13/2010)
- University of Alaska College Savings Plan reducing fees (06/29/2010)
- T. Rowe Price College Savings Plan reducing fees (06/29/2010)
- College Savings Plans of Maryland - College Investment Plan reducing fees (06/29/2010)
- Texas College Savings Plan adds new investment options (06/21/2010)
- Alabama legislature passes fix for PACT (04/26/2010)
- Virginia 529 reduces admin fees (04/14/2010)
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State News
- Missouri removes 12-month minimum holding period on 529 funds (06/15/2010)
- Nebraska 529 enters into 7-year contract with First National Bank (06/03/2010)
- Rhode Island 529 renews contract with AllianceBernstein (06/03/2010)
- Putnam to depart Ohio 529, assets go to BlackRock (05/14/2010)
- TIAA-CREF retains Connecticut 529 management contract (04/12/2010)
- OppenheimerFunds 529 is closed, assets transferred (03/30/2010)
- Idaho changes recapture provision on rollovers (03/18/2010)
- Utah tweaks state tax treatment for 529 plan (03/02/2010)
- Pacific Life Funds to exit as Montana program manager (02/26/2010)
- Union Bank to replace Van Kampen as Alabama 529 manager (02/26/2010)
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