529 PLANS

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2Q 2017 529 & ABLE Data Highlights

(August 16, 2017) - According to 2Q17 data from Strategic Insight, assets in 529 college savings plans increased by 4% over last quarter, and increased 13.8% over the past year. Assets in prepaid plans grew to $24 billion, and ABLE accounts grew to 10,358 accounts with in $36.9 million in total assets.

1Q 2017 529 Plan assets reach $266 billion

(May 8, 2017) - According to 1Q17 data from Strategic Insight, assets in 529 college savings plans increased by 1.5% over 4Q 2016 to $265.6B in AUM. Assets were up over 12.8% over the prior year.

Net inflows in the first quarter of 2017 were $3.2 billion compared to $3.2 billion in Q1 of 2016, which aligns with steady demand for 529s.

4Q 2016 529 plan assets up, continue to reach year-over-year highs

(February 17, 2017) - According to 4Q16 data from Strategic Insight, assets in 529 college savings plans increased by 1.5% over 3Q 2016 to $251.9B in AUM. Assets were up over 9.3% over the prior year.

Net inflows to savings plans in the 4th quarter of 2016 were relatively flat at $2.7 billion, compared to $2.6 billion in 4Q of 2015.

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