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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
- 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)
- 529 assets increase in 2009 Q2 (08/18/2009)
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Plan News
- Nevada's Upromise 529 offering $300 match to income-eligible families (03/04/2010)
- Lower fees, more options for Oklahoma 529 (03/01/2010)
- OppenheimerFunds to take over management of I-529 (02/23/2010)
- Utah 529 reduces expenses, adds customized investment option (02/01/2010)
- Ohio plan eliminates stable value option (01/28/2010)
- Alabama prepaid proposal would remove tuition guarantee (01/06/2010)
- New Jersey's NJBEST expands options, will reduce fees (12/22/2009)
- Arizona and College Savings Bank extend 529 contract (12/16/2009)
- AZ: Fidelity cuts 529 manager fee (12/02/2009)
- DE: Fidelity cuts 529 manager fee (12/02/2009)
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State News
- 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)
- Special settlement website for IL Bright Start account owners (02/10/2010)
- Nebraska chooses First National to replace Union Bank as 529 manager (01/12/2010)
- OppenheimerFunds and Illinois settle for $77 million (12/22/2009)
- OppenheimerFunds and New Mexico settle for $67.3 million (12/16/2009)
- Michigan launches advisor 529 (12/03/2009)
- CA: Fidelity cuts 529 manager fee (12/02/2009)
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