MSRB Proposes Reporting Changes under Form G-45
The Municipal Securities Rulemaking Board (MSRB) has published a proposal to change reporting requirements for municipal fund securities under Form G-45. The proposal was published in the Federal Register on November 2, 2018 and public comments are due by November 23, 2018.
The proposal seeks to clarify program management fees for 529 college savings plans and ABLE accounts, add information about the closing date for current investors in "closed" investment options in 529 plans and delete data elements concerning annualized three-year performance information.
For more information, click hereReturn to 529 News centerThe proposal seeks to clarify program management fees for 529 college savings plans and ABLE accounts, add information about the closing date for current investors in "closed" investment options in 529 plans and delete data elements concerning annualized three-year performance information.