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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! Summary PDF reports for 529 plans is pleased to offer new plan summary pages for college savers and professionals


5 things advisors need to know about 529 withdrawals

With some 529 plans over 20 years old, more account owners are taking withdrawals. But there are some important things you need to know before requesting that check.


Washington RFP responds to questions from bidders

Washington state has responded to questions from bidders, providing some insight into the structure of its GET plan.


In the arms race for the lowest-cost plan, 529s have fast started to become a commoditized product. Is there room left for innovation?


How Private College 529 works

Private College 529 is a unique animal in the college savings space, and their strategy reflects their novel position. Here we provide insight into how they approach college savers.

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