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Federal News
- First Step by CollegeInvest provides $100 savings for newborns(01/01/2020)
- MSRB Proposes Reporting Changes under Form G-45(11/12/2018)
- President Trump signs Tax Cuts and Jobs Act into law(12/17/2017)
- New bills announced that would enhance ABLE Act(03/18/2016)
- President Obama signed the Protecting Americans from Tax Hikes (PATH) Act(12/21/2015)
- New FAFSA timing rules may affect 529 plans(09/16/2015)
- House Committee approves HR 529(02/12/2015)
- President Obama drops proposal to tax withdrawals from 529 plans(01/28/2015)
- HR 529 would provide 529 improvements(01/27/2015)
- President Obama proposes reduction in 529 tax benefits(01/20/2015)
Industry News
- TIAA Launches National Higher Ed Financial Education Initiative(03/22/2019)
- Ascensus sells 25 percent stake to private equity firm(02/21/2019)
- FINRA Gives Firms Until April 1 to Self-Report 529 Plan Share Class Violations(01/30/2019)
- GTCR Announces Strategic Combination of Ultimus and Gemini(11/21/2018)
- 3Q 2018 529 and ABLE Data Highlights(11/16/2018)
- American Funds launches first advisor-sold ABLE plan(07/19/2018)
- 3Q 2017 529 & ABLE Data Highlights(11/14/2017)
- ABLE plan contribution limits higher for 2018(11/02/2017)
- 2Q 2017 529 & ABLE Data Highlights(08/16/2017)
- 1Q 2017 529 Plan assets reach $266 billion(05/08/2017)
Legislative News
- President Trump signed the Setting Every Community Up for Retirement (SECURE) Act(12/23/2019)
- Proposed GOP tax bill includes provisions affecting education savings(11/03/2017)
- H.R. 529 (115th Congress) would improve 529 plans(01/13/2017)
- Senate Finance Committee Approves 529 legislation(04/30/2015)
- Legislation introduced to expand 529 plans and enhance Coverdell ESAs(04/23/2015)
- H.R. 529 passes in House vote(02/25/2015)
- H.R. 467 - STEM Opportunity Act of 2015(01/22/2015)
- H.R. 475 - GI Bill Processing Improvement Act of 2015(01/22/2015)
- H.R. 449 - Discharge Student Loans in Bankruptcy Act of 2015(01/21/2015)
- S. 195 - 401(Kids) Education Savings Account Act of 2015(01/20/2015)
Plan News
- Fifth Third sets new 529 CD rates(07/27/2020)
- Pennsylvania lowers minimum contributions for college savings plans(07/08/2020)
- Pennsylvania lowers minimum contributions for college savings plans(07/08/2020)
- Missouri MOST 529 reduces program management fee(07/01/2020)
- Florida Prepaid College Board extends open enrollment until May 31, 2020(04/20/2020)
- College Save lowers plan management fee(04/03/2020)
- Bright Directions lowers program management fee(04/03/2020)
- Bright Start lowers program management fee(04/03/2020)
- ScholarShare 529 lowers management fee(03/31/2020)
- Oklahoma 529 college savings plan reduces fees(02/26/2020)
State News
- Working Families College Savings Act Extended Until 2032(07/31/2020)
- Morgan Stanley to launch nation’s first advisory 529 Plan; North Carolina to be sponsor(05/27/2020)
- New Year brings new matching grants for Maine residents(01/13/2020)
- Georgia doubles state income deduction(01/01/2020)
- Massachusetts launches BabySteps Savings Plan(01/01/2020)
- Oregon College Savings Plan to offer tax credit(12/23/2019)
- New Mexico Selects Ascensus and Principal to Manage the State's 529 Program(06/25/2019)
- State launches CHET Dream Big! competition for students(02/10/2019)
- Assets and accounts on the rise for Bright Start, Bright Directions(02/06/2019)
- State Income Tax Credit Now Available for Colorado Employer Contributions to CollegeInvest 529 College Savings Accounts(01/24/2019)