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>

  • Another FDIC Notch in 529 PlansSeptember 30, 2010

    Amidst news of fee reductions for the Nevada Vanguard 529 Plan, Fidelity Investments announced the launch of a new FDIC-insured investment option for its direct-sold plans in Arizona, California, Delaware, Massachusetts and New Hampshire1. Our recent Market Report suggested that more federally-insured investment options would be coming and here are at least a few.

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  • More Savings for 529 InvestorsSeptember 28, 2010

    Before the ink could dry on our recent Market Report, college savings plans in Colorado, Iowa and Nevada have announced fee reductions in their respective direct-sold plans.

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  • Direct-Sold 529 Fee Reductions: Is That All There Is? September 15, 2010

    A lot of attention has been paid in the last few months to 529 fees and what appears to be a race to the bottom for direct-sold plans. We all know that lower fees are good news on two fronts.

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