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- Asset Allocation And Section 529 Plans
- Section 529 plans are not for everyone. Some investors may have no discretionary funds to save at all, or they may have no college-bound children. Other children may have their educations already funded, perhaps via a relative's estate. The effects of 529 plans on financial aid might deter some investors,...
- White papers 2003-01-01
Additional Resources
- Choosing the Right Type of 529 Plan
- Since its creation under the Small Business Job Protection Act of 1996, the Section 529 plan has become much more popular than other education-saving vehicles such as education savings bonds and the Coverdell Education Savings Account. However, despite its popularity, there is still confusion, which has led some people to...
- White papers 2004-07-21
- The smallest 529 plan weighs consolidation.(News)
- Byline: Charles Paikert NEW YORK - The nation's smallest Section 529 college savings plan - Tennessee's BEST Savings Plan in Nashville, which has less than $40 million in assets and is managed by New York-based TIAA-CREF - soon may become the...
- Research articles 2007-04-16
- Fidelity 529 Plan Skips Advisers
- With tax code changes making qualified withdrawals from Section 529 plans free from federal income tax as of Jan. 1, employers are exploring new options to make saving for college easier on working parents. With tax code changes making qualified withdrawals from Section 529 plans free from federal income...
- Research articles 2002-02-01
- Merrill Lynch Announces Enhancements to NextGen College Investing Plan; OppenheimerFunds to Join NextGen as Fifth Sub-Advisor; Section 529 Plan with Most Choice
- NEW YORK -- Merrill Lynch (NYSE: MER) today unveiled several enhancements to the NextGen College Investing PlanR, one of the largest 529 plans in the industry. The NextGen College Investing Plan is a qualified tuition program administered by the Finance Authority of Maine with investment oversight provided by the Maine...
- Research articles 2004-09-20
- Vanguard has quickly become a big man[ager] on campus; 529-plan partnership with Upromise creates a formidable team.(News)
- Byline: Charles Paikert NEW YORK - The Vanguard Group Inc. continues to gain traction in the Section 529 college savings plan industry. In a dramatic development last month, the Malvern, Pa.-based mutual fund giant teamed with...
- Research articles 2005-04-04
- Section 529 college plans are powerful savings tools, experts say.
- By Analisa Nazareno, San Antonio Express-News Knight Ridder/Tribune Business News Nov. 13--Two years ago, Nancy Thomas set up a section 529 college saving plan for her two children. "A lot of times, people want to know how much college can ...
- Research articles 2004-11-13
- American Skandia Introduces American Skandia College Savings Program; `529 Plan' Offers More Investment Options
- Business Editors SHELTON, Conn.--BUSINESS WIRE--Nov. 7, 2001 American Skandia Marketing, Incorporated and Strong Capital Management, Inc. today announced the American Skandia College Savings Program, a new investment product that offers families a tax-advantaged and flexible way to save for college. Section 529 Plans are tuition savings programs...
- Research articles 2001-11-07
- Ohio set to offer CDs in 529 savings plan; FDIC ruling sparks interest from states.(News)
- Byline: Charles Paikert NEW YORK - Ohio is poised to become the first major state to offer certificates of deposit through its Section 529 college savings program. Ohio's CollegeAdvantage 529 Savings Plan, the fourth-largest in the...
- Research articles 2005-07-18
- 529 business girds for continued NASD scrutiny; Fact-finding sweep expected to yield more actions.(News)
- Byline: Charles Paikert NEW YORK - As if the Section 529 college savings plan business doesn't have enough to worry about, it can expect continued scrutiny from NASD this year. That is on top of industry...
- Research articles 2006-02-20
- Upcoming contract talks may reshape 529 industry; Two big TIAA-CREF plans in play; more small states may exit.(News)
- Byline: Charles Paikert NEW YORK - California last week kicked off a round of contract negotiations that could reshape the Section 529 college savings plan landscape. New York-based TIAA-CREF has submitted a bid to renew its...
- Research articles 2006-02-20
- 529 Plans: Tax Breaks for College Savings
- Tax law changes effective in 2002 encourage personal saving in a variety of ways. None is more significant than the change to Internal Revenue Code Section 529, the law permitting states to offer prepaid tuition and tax-advantaged savings programs designed to help finance college expenses. Beginning in 2002, savings held...
- White papers 2003-07-29
- Special Accounts, Tuition Prepayment Help Parents Prepare for College Costs.
- By Jim Mackinnon, Akron Beacon Journal, Ohio Knight Ridder/Tribune Business News Oct. 6--Parents trying to figure out the best way to pay for their children's college education likely look at a lot of numbers. One number in particular -- 529, as...
- Research articles 2002-10-06
- Financial service providers bank on 529 plan growth
- Tax qualified college tuition savings programs have been set up by some 44 states and are being aggressively marketed by a variety of financial service providers and brokers. 401k plan providers are also jumping into the market, leveraging their relationships with employers and their service infrastructure to sell the...
- Research articles 2002-07-01
- New Regulations Will Help Parents Choose 529 Plans.
- Byline: Matthew Mogul Parents will soon get help sorting through confusing options for college savings plans. Look for new regulations to require brokers to be more forthcoming and, by year end, a Web site to allow parents to compare roughly 80 Section 529 plans"tax...
- Research articles 2006-02-23
- Is it 'do or die' time at TIAA-CREF? Its beleaguered 529 biz fights hard to keep Michigan contract.(News)
- Byline: Charles Paikert NEW YORK - Everything is on the table, according to the new head of TIAA-CREF's slumping Section 529 college savings plan business. "We're conducting a close evaluation of the business to see what's...
- Research articles 2006-05-29
- TIAA-CREF might close funds after losing vote on fee hike; State 529 plans' opposition comes as a surprise.(News)
- Byline: Frederick P. Gabriel Jr. NEW YORK - Shareholders have given a big thumbs down to TIAA-CREF's plan to nearly quadruple fees on many of its actively managed institutional funds - a verdict that likely will lead to the closure or...
- Research articles 2005-09-12
- TIAA-CREF stages 529 comeback; Michigan's renewal of contract seen as big win.(News)
- Byline: Charles Paikert NEW YORK - TIAA-CREF wants to be a contender in the Section 529 college savings plan business - again. And the renewal last month of its three-year contract to manage Michigan's $1.6 billion Education Savings...
- Research articles 2007-04-16
- IRS, Treasury issue Priority Guidance Plan for 2005-2006
- The IRS and the U.S. Treasury Department released the 2005-2006 Priority Guidance Plan to prioritize tax issues that will be addressed by the IRS during the next year. The guidance plan includes 254 projects that relate to tax topics, such as: * Stronger standards for reporting tax shelters...
- Research articles 2005-09-01
- Evergreen Investments Rolls Out Arrive Education Savings Plan-SM-
- Business Editors BOSTON--BUSINESS WIRE--Aug. 1, 2002 Helping American families save for higher education, Evergreen Investments introduces an innovative, multi-manager education savings program called Arrive Education Savings PlanSM. Created in partnership with Schoolhouse Capital LLC, a wholly owned subsidiary of State Street Corporation, Prudential Financial and AIG SunAmerica Mutual...
- Research articles 2002-08-01
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