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529 News
Federal News
- IRS says bonus paid to open a 529 is a 1099 event (03/15/2013)
- H.R. 529 changed and re-introduced in Congress (02/08/2013)
- Congress votes to keep higher-education tax incentives (01/02/2013)
- House bill would extend 529 use for K-12 expenses (06/21/2012)
- MSRB seek comments on electronic delivery of 529 disclosures (03/01/2012)
- NextGen Select to add Savings Portfolio (02/01/2012)
- Court: Failed 529 rollover triggers tax, no penalty (11/11/2011)
- H.R. 529 would add new tax incentives to 529 plans (02/10/2011)
- New tax law extends Coverdell ESA benefits (12/22/2010)
- Court case rules on Sec. 529 room and board (12/01/2009)
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Industry News
- CSPN Year-End Report shows college savings accounts reaching all time high (03/13/2013)
- 529 industry group reports upsurge in 529 contributions (03/07/2013)
- Sallie Mae survey shows decrease in number of American families saving for college (02/28/2013)
- MSRB modifies 529 data-collection proposal (11/26/2012)
- Fidelity survey shows most parents unprepared for college costs (08/29/2012)
- MSRB seek comments on proposal to collect 529 data (08/06/2012)
- Legg Mason survey of wealthy reveals lack of college planning (08/03/2012)
- 529 plans grow 10% in first quarter 2012 (06/06/2012)
- Pershing announces brokerage 529 platform (06/06/2012)
- Pershing clients gain omnibus capability (04/12/2012)
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Plan News
- Mississippi Affordable College Savings Advisor Program to be terminated (03/27/2013)
- Iowa selects ING to manage advisor 529 (03/05/2013)
- Michigan MESP lowers fees, adds investment options (11/14/2012)
- "MS State Treasurer says plan still frozen, audit results awaited" (11/12/2012)
- Arkansas iShares 529 adds portfolios (10/29/2012)
- Arkansas GIFT 529 plan adds savings option (10/15/2012)
- College Counts Advisor-sold plan adds portfolios (10/11/2012)
- Virginia College America adds target date options (09/14/2012)
- Colorado's Scholars Choice adds new portfolios (09/05/2012)
- College Savings Iowa Announces New Lower Fees (08/01/2012)
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State News
- Wisconsin 529 plans transition to TIAA-CREF and ING (10/12/2012)
- South Carolina Releases Revised 529 Plans (10/01/2012)
- Tennessee announces new college savings plan (09/18/2012)
- Texas seeks new manager for 529 savings and prepaid plans (08/31/2012)
- South Carolina to stay with Columbia as 529 manager (07/23/2012)
- ING to take on Wisconsin advisor-sold 529 (06/05/2012)
- Wisconsin selects TIAA-CREF to manage 529 plan (05/21/2012)
- Arizona makes 529 tax deduction permanent (04/03/2012)
- Nebraska announces upcoming changes to its 529 plans (03/24/2012)
- Wisconsin issues RFP for 529 program manager (02/22/2012)
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