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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.


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.


Commentary: First Quarter 2017 plan performance rankings

We rank plans that consumers can enroll in directly, as well as those sold through brokers and fee-based financial planners) for the first quarter 2017.


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

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