AKF Consulting Insights share information, ideas and our thoughts on emerging trends and key design issues impacting 529, ABLE and State-run Retirement Programs. We provide these Insights to help the professionals who oversee these Programs better serve their stakeholders and Program participants. Please register below to receive alerts when new content is posted and please contact us to share your comments and suggestions.
Consolidated Appropriations Act: The Devil Is in the Details
Budget Act Impact on State-run Investment Programs
The World Today: Where Do State Administrators Start?
Considerations for fiduciaries in light of the Russia-Ukraine crisis.
What I Now Know
A State-run Retirement Program would have made my life easier as a small business owner.
This Season, Remind Families of the Gift That Lasts
State policy initiatives encouraging educational savings may serve as a reminder to families: a gift towards education will last a lifetime.
September is “College Savings Month” (But is it, really?)
This September, 529 Plans can celebrate educational savings of many kinds.
Public and Private Sectors Both Benefit from State-run Retirement Programs
New data shows that State-run Retirement Programs are not eating into private sector market share. The pie is just getting bigger – which is a good thing for everyone involved, including American workers.
ABLE Outreach: Opportunities Abound
ABLE accounts and ABLE to Work contributions grew dramatically over the past year — the time is right for ABLE Plans to expand outreach to employers.
Covid Vaccine Incentives: Partnering with 529 Plans for the Future
Two states, Ohio and Oregon, are addressing a pair of important public policy issues – Covid vaccinations and college savings – with singular initiatives. Are more to come?
State-run Retirement Programs: A Bridge to Increased Social Security Benefits
To bolster their financial stability, SRRP participants can accumulate assets that will provide income for a few years so they can delay claiming Social Security benefits until the payment increases at age 70.