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AKF Market Reports

AKF Market Reports provide the latest proprietary research on 529, ABLE and State-run Retirement Programs. Each Report is dedicated to one topic area and covers the latest trends and evolving benchmarks for our clients and financial journalists. Find a Market Report particularly interesting? Please contact us to review the data and trends with you.  And please sign up for updates to receive insights on emerging trends as we post them.

August 2024

ABLE America 2024

Innovation and Improvement

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December 2023

State-run Retirement Programs 2023

Growth Continues and Opportunities Abound

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June 2023

Education Savings Nation 2023

Going Beyond Just College Savings

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April 2023

ABLE America 2022

Victories and Momentum for Change

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October 2022

State-run Retirement Programs 2022

Momentum Increases as Programs Grow

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May 2022

College Savings Nation 2022

529 Plans Maintain the Status Quo

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March 2022

ABLE America 2021

States Challenge the Status Quo

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October 2021

State-run Retirement Programs 2021

Operations Change and Opportunities Expand in 2021

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June 2021

College Savings Nation 2021

529 Plans Thrive During a Turbulent Period

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December 2020

ABLE America 2020

States Capitalize on Opportunities for Success

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October 2020

State-run Retirement Programs 2020

Insights for Success

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June 2020

College Savings Nation 2020

States Fostering Growth in Challenging Times

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May 2019

College Savings Nation 2019

Searching for Enhancements

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April 2018

College Savings Nation 2018

Trends and Opportunities

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March 2018

ABLE America 2018

Saving for the Future of Americans with Disabilities

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Additionally, past Market Reports include:

  • College Savings Nation 2016: Investment Options Moderate as Market Matures: An Update on Advisor and Direct 529 Plan Options
  • College Savings Nation 2014: Safety and Risk Coexist as Investment Options Multiply: An Update on Advisor and Direct 529 Plan Options
  • College Savings Nation 2012: Thrift and Caution Spur Greater Investment Choice, Lower Fees: A Nationwide Analysis of Advisor and Direct 529 Plan Options
  • College Savings Nation 2010: As Americans Embrace Thrift, College Savings Market Strives to Create New Investment Options
  • Prepaid 529 Plans By the Numbers: A Nationwide Analysis of Prepaid College Tuition Programs (2009)
  • Saving for College with a Safety Net: Renewed Interest for 529 Plan Administrators: A State-by-State Analysis of Advisor and Direct Plan Options (2009)

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AKF Consulting Group

757 3rd Avenue, Twelfth floor (AIM) | New York, New York 10017

Main Office: 646 218 9864 | Fax: 212 595 1492

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