MSRB rules regarding 529 advertisements now in effect
Amendments to Municipal Securities Rulemaking Board (MSRB) Rule G-21 involving requirements for advertising by 529 plans became effective September 1, 2005. Certain general disclosures are required in 529 advertisements as well as disclosures concerning the nature of the issuer and security; capacity of the dealer and other parties; the tax consequences and other features; and the underlying registered securities.
Additional amendments to Rule G-21 relating to the calculation and display of performance data have been approved by the SEC and will become effective on December 1, 2005.
Return to 529 News centerAdditional amendments to Rule G-21 relating to the calculation and display of performance data have been approved by the SEC and will become effective on December 1, 2005.