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- Ask the Experts: Paying for College
- In our series pilot, CBS MoneyWatch editors tackle questions about money and college: How can you save? Who should pay? Should we saddle kids with huge debt?
- Videos 2009-10-21
Additional Resources
- Regulators Can't Require Disclosures for 529s
- Federal laws bar the Municipal Securities Rulemaking Board MSRB and the SEC from writing mutual fund-like disclosure rules for states' 529 college savings plans, says Christopher Taylor, executive director of the MSRB. NASD Chairman and CEO Robert Glauber had suggested the same disclosure rules that apply to funds should apply...
- Research articles 2004-12-01
- All eyes, not dollars, are on 529s
- Recent investigations into possibly unethical marketing of Sec. 529 educational savings products appear to be impeding sales of what has been considered a valuable employee benefit. At least three securities regulatory agencies are looking into whether or not brokers have improperly sold 529s, the popular tax-preferred accounts named after...
- Research articles 2005-06-01
- Falling For 529s
- The basics of a 529 college savings plan are pretty straightforward, but it's in the many details of setting up the accounts and their options that new ground is being broken. Fund companies, custodians and planners are rapidly putting these savings vehicles to uses the legislators who drafted them never...
- White papers 2002-04-01
- College planning: congress, NASD eye 529s.(ResearchReporter)(National Association of Securities Dealers )(Brief Article)
- ONCE RELATIVELY free of regulatory interference, Section 529 plans are getting their turn under the microscope. ONCE RELATIVELY free of regulatory interference, Section 529 plans are getting their turn under the microscope.
- Research articles 2004-11-01
- States float uniform-disclosure rules for 529s.(Short Interests)
- Byline: Sara Hansard WASHINGTON - State treasurers are trying to deflect growing criticism of Section 529 college savings plans by proposing voluntary uniform disclosures by which all states would abide. A delegation of state treasurers ...
- Research articles 2004-07-12
- Fall marketing blitz touting 529s as a steppingstone for advisers; Campaigns aim to alter small-ticket-item mind-set.(News)
- Byline: Charles Paikert NEW YORK - Even though advisers already sell about three-fourths of the Section 529 college savings plans in that booming $55 billion market, financial services companies think advisers can sell even more. Consequ...
- Research articles 2005-09-12
- Boston conference on 529s looks to Washington; Direction of SEC is a key uncertainty.(News)
- Byline: Charles Paikert BOSTON - Uncertainty hung like an ominous rain cloud over the 529 Technical Conference here last week as attendees grappled with a slew of questions about the fast-growing but controversial Section 529 college savings ...
- Research articles 2004-11-22
- 529s place some reps in a quandary; NASD violations loom if not properly handled.(News)
- Byline: Rick Miller As NASD investigates six major brokerage firms for possibly exposing investors to unnecessary taxes by selling them out-of-state Section 529 plans, the Financial Planning Association has raised concerns that the inquiry co Byline: Rick Miller...
- Research articles 2004-04-05
- Morningstar Names Best, Worst 529s.
- Morningstar rated the 529 state college savings plans of Colorado, Maryland and Nebraska the best in the nation based on low fees and high performance. Alabama, Alaska and Missouri offer the worst plans, according to the March 1 report. Until ...
- Research articles 2007-04-01
- Savings: The ABC's of 529s
- It's a good time to shop for a 529 state-sponsored college-savings plan. They've been dropping fees, adding investment choices and, perhaps most helpfully, clearing up all the small print in their offering documents. Almost every state now publishes plan descriptions that clearly point out expenses, risks, investment options and more....
- Research articles 2005-08-15
- 529s a hot topic in Washington; Senator says it's `a no-brainer' to remove the states from involvement in the plans.(News)
- Byline: Charles Paikert NEW YORK - The lame-duck Republican who heads a Senate panel scrutinizing Section 529 plans wants the states out of the college savings plan business. Citing what he described as excessively high and...
- Research articles 2004-10-11
- The Rise of the Corporate 529: Firms are finding that corporate 529s, company-based college-savings funds, offer a recruiting tool for the prospective employee who has everything. They're proving a boon for advisers, too.
- Though 529 college-savings funds have been around for five years, their newer cousin-the corporate version-is becoming increasingly popular across the nation. "They're growing rapidly," says Bruce Harrington, vp of product development at MFS Investment Management, in Boston, a global asset manager...
- Research articles 2003-05-01
- Sen. Fitzgerald takes parting shots at 529s; Lawmaker aims to end state involvement in college savings plans.(News)(Peter Fitzgerald)
- Byline: CHARLES PAIKERT Crain News Service U.S. Sen. Peter Fitzgerald, the lame-duck Republican from Illinois, is raising the stakes in his effort to end state involvement in Section 529 college savings plans. In a letter late last month, Sen. Fitzgerald urged...
- Research articles 2004-11-08
- Falling for 529s
- The basics of a 529 college savings plan are pretty straightforward, but it's in the many details of setting up the accounts and their options that new ground is being broken. Fund companies, custodians and planners are rapidly putting these savings vehicles to uses the legislators who drafted them never...
- Research articles 2002-04-01
- 529s deal with the high cost of higher education
- Section 529 plans are graduating into the ranks of mainstream employee benefits as the price tag on a college education keeps growing. According to the College Board, the average cost of four-year college tuition for the 2005-2006 school year was $21,235 at private schools (up 5.9% from the previous year)...
- Research articles 2006-10-01
- 529s deal with the high cost of higher education
- Section 529 plans are graduating into the ranks of mainstream employee benefits as the price tag on a college education keeps growing. According to the College Board, the average cost of four-year college tuition for the 2005-2006 school year was $21,235 at private schools (up 5.9% from the previous year)...
- Research articles 2006-10-01
- LSAs could threaten the existence of 529s; Proponents of college savings plans express concern to government.(News)
- Byline: Rick Miller The lifetime savings accounts, as proposed in President Bush's recent budget, could be the death knell for some states' college savings plans, if not the 529 plan industry altogether. "There is a potential...
- Research articles 2004-02-16
- The Sacramento Bee, Calif., Moneywise Column.
- By Loretta Kalb, The Sacramento Bee, Calif. Knight Ridder/Tribune Business News Feb. 9--BUSH'S SAVINGS PLAN COULD UNDERCUT 529s: If President Bush achieves his goal to overhaul how Americans save, Joseph F. Hurley expects many families to transform how they set aside money...
- Research articles 2003-02-09
- The Atlanta Journal-Constitution Your Money Column.
- By Hank Ezell, The Atlanta Journal-Constitution Knight Ridder/Tribune Business News Jun. 13----STATE'S 529 SAVING PLAN IN MIDDLE OF PACK: America's favorite college saving vehicles, 529 plans, are taking heat these days from Congress, regulators -- even experts in retirement investing. ...
- Research articles 2004-06-13
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