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529 College Savings Plans

Automatic IRAs a Good Start, But Need Improvement: Aite Group

August 30, 2010 - Government’s effort to boost retirement savings could overburden small employers.

Plan to Lock in Tuition Rates at 275 Colleges

August 16, 2010 - The Tuition Plan Consortium said Monday it re-launched Independent 529 Plan as Private College 529 Plan, to foster pre-purchasing of tuition fees as present rates. The consortium said its Private College 529 Plan will offer investors a way to lock in tuition rates at more than 275 private colleges and universities.

Americans Saving for Retirement, Not College

July 27, 2010 - Despite rising tuition fees, the uncertain state of the economy is causing more people to put their own retirement savings ahead of their children’s college education and future.

T. Rowe Price Lowers 529 Fees, Elbows Competition

June 30, 2010 - Education Trust of Alaska is the beneficiary of the latest move in ongoing price competition among 529 college savings plans. Between Nov. 1 and Dec. 1, plan managers lowered total 529 fees to 1.17% from 1.19% on adviser-sold plans and to 0.69% from 0.71% on direct-sold plans, according to FRC.

High School Seniors Worried About College Costs: Fidelity

May 26, 2010 - Survey finds 70% of seniors feel overwhelmed about high cost of attending college.

Putnam Renews College Savings Push

May 14, 2010 - Firm looks for new options as BlackRock assumes exclusive role in Ohio's 529 plan.

New 6% Savings Rate to Funnel $800B to Investments Annually

February 10, 2010 - The new propensity to save has become permanent—and will greatly benefit mutual fund and annuity companies, Allianz reports.

Affluent Rank Fidelity, Vanguard, American Funds First

February 2, 2010 - In terms of brand, Fidelity and Vanguard stand out among affluent investors.

Advisers Give Top Marks to American, Vanguard, Hancock, Franklin & Fidelity

February 2, 2010 - Following the financial crisis, advisers are most tuned in to ethics and trust.

Sun Life Pledges $1 Million to Aid At-Risk Youth

January 28, 2010 - The new program, which encourages students to attend college, is launching as a six-city pilot.

Putnam's Absolute Return Funds Reach $1B

December 16, 2009 - Suite of funds reaches critical milestone in first year.

Gloves Come Off in 529 Fee Fight

December 4, 2009 - Competition gets serious after Fidelity announcement.

Only 33% of Parents Investing in 529 Plans

June 1, 2009 - The industry needs to do a better job of educating parents about the federal and state tax benefits.

Vanguard's 529 Fee Cuts Reflect Industry Trend

June 1, 2009 - Wealth management companies are lowering fees on 529 college savings plans to attract and retain assets.

Parents Worried About Being Able to Afford College

May 18, 2009 - Half think college is not as achievable as it once was, OppenheimerFunds finds.