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>

  • There’s Diversity within Index FundsJune 25, 2014

    Morningstar’s “Short Answer” (see http://news.morningstar.com/articlenet/article.aspx?id=651074) recently addressed some differences in index funds. Although the article addresses the topic from a retirement plan perspective, the fundamentals also apply to 529 plans, particularly since so many plans now include index fund options. Reading this article shows why index fund options may result in far-from-identical returns and why the differences can be pronounced in 529 plans due to varying fees.

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