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Recently Released!!!
Date Published: March 2012
Comprehensive PPT Deck: 274 Slides
Summary PPT Deck: 99 Slides
The purpose of this research is to provide readers with an initial understanding of the growing college savings market, with a specific focus on the 529 plans market, as well as related markets, including custodial accounts and Coverdell Educational Savings Accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This research seeks to summarize the leading plan sponsors and managers, as well as make predictions for the market at large.
This research addresses a variety of key driving factors, including:
- Number of College Students Rising
- State Funding Shrinking
- Tuition Rates Rising
- Financial Aid Complicated
- Economy Altering College Plans
- Role for Financial Advisors Expanding
This research addresses the three historical phases of the The College Saving Market market, including:
- Early Phase
- 529 College Savings Plan Introduction Phase
- Mixed Success Phase
This research makes numerous future predictions, including:
- Growth in the College Savings Market
- Growing Dominance of 529 Plans
- Growth in National Plans
- Growth of Age-Based Investment Options
- Growth in ETF-Based Plans
- Growth in Direct Sold Plans
- Decline in Fees
- Emergence of 529 Plan Comparison Tools
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Public Access
Please click on the Table of Contents icon below to see more details of this research.
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