AKF Blog


we have a lot of thoughts about the 529 industry. Important topics like downward fee trends, program manager rebids, new product developments, and even the Veep’s Task Force, to name just a few. We have our bird’s eye view and we want to share it with you.

So we invite you to follow us on Twitter – 529Source — and to visit this blog frequently. We’ll tell you what we’re thinking and we hope you’ll tell us, too. We need to elevate the college savings conversation – across states, program managers and advisors alike. That’s what we intend to do. Please join us. Read Now>

  • College Savings Plans Network Conference – Lessons from the Transitions PanelMay 13, 2011

    I spent a good chunk of last week in Atlanta attending the National Association of State Treasurers Conference, which included a College Savings Plan track with 12 different panels focused on 529 plans. I was delighted to moderate a panel on “Transitions” in the 529 college savings business, covering the viewpoints of a state administrator (ably handled by industry veteran Kathleen McGrath of the Pennsylvania Treasury), a program manager (refreshingly presented by Rocky Granahan from OppenheimerFunds), and an investment consultant (presented with humor and insightfulness by Jeremy Thiessen of Pension Consulting Alliance). Here are my takeaways from the panel:

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