College Savings Market:
The Increasing Dominance of 529 College Savings Plans

Recently Released!!!
Date Published: May 11, 2017
Summary PPT Deck: 62 Slides
Reference PPT Deck: 676 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the college savings market, with a specific focus on 529 college saving plans & state pre-paid tuition programs, as well as related markets, including Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) custodial accounts and Coverdell Educational Savings Accounts. This research seeks to summarize the leading plan sponsors and managers, as well as make predictions for the market at large. This research is part of Tiburon's wealth management series which includes a wide variety of trending topics.

This research addresses a variety of key driving factors, including: 
  • Number of College Students Declining
  • State Funding Shrinking
  • Tuition Rates Rising
  • Financial Aid Becoming Increasingly Complicated
    • Grants
    • Scholarships
    • Work Study Awards
    • Student Loans
  • Student Loans Defaults Rising
  • Student Loans Impacting Career Choices

This research addresses the historical phases of the college savings market, including: 

  • Haphazard Phase
  • Coverdell Educational Savings Accounts Phase
  • 529 College Savings Plans Introduction Phase
  • 529 College Savings Plans Maturation Phase

    This research defines four distinct market segments, including:

    • Taxable Accounts
    • Uniform Gift to Minors Act (UGMA) & Uniform Transfer to Minors Act (UTMA) Custodial Accounts
    • Coverdell Educational Savings Accounts
    • 529 College Savings Plans & State Pre-Paid Tuition Programs

    This research makes numerous future predictions for the college savings market, including:

    • Substantial Growth in the College Savings Market
    • Increasing Dominance of 529 College Savings Plans
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