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Brian Boswell

Brian Boswell is a subject matter expert on 529 savings plans. He is responsible for all things 529, including contributing content to the web site, quarterly performance rankings, and media relations.

Brian has worked with 529's in multiple capacities since 2001. Prior to joining, Brian served as Director of Advisor Distribution to Ascensus College Savings (formerly Upromise Investments, Inc.), the leading administrator of 529 savings and prepaid plans. There he oversaw the advisor-related business of ACS. At FRC (Financial Research Corporation) Brian served as Subject Matter Expert for educational savings research, responsible for developing and overseeing all FRC products and services related to college savings plans.

Brian has been quoted in leading publications including The Wall Street Journal, Reuters, Investor's Business Daily, MarketWatch, BusinessWeek, Registered Rep, and Ignites, among others. He received a Bachelor of Science from Rensselaer Polytechnic Institute. He holds NASD Series 7 and Series 24 licenses. He is a father of triplets with significant higher education expenses in his future.


New study: FDIC insured 529 plans

This study reviews and compares 529 college savings plans insured by the FDIC, including yield and costs of savings portfolios and CDs.


3 takeaways for professionals from "How America Pays for College"

Professionals and advisors to college savers can benefit from the insights the study offers when promoting their services, educating clients, and growing their 529 plan businesses


5 college planning questions to ask during annual reviews

Make sure your asking these questions in your annual review with your clients regarding their college savings.


A look at the recent NAST symposium

Every year the National Association of State Treasurers hosts its own 529-focused conference. Here are some of the outcomes - in brief - from that event.


Trending in 529 plans: Compliance-friendly share classes (2/2)

C to A Convertibles are better than either of their predecessors, despite minor drawbacks. Find out why.

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