Recently Released!!!
Date Published: March 29, 2023
Summary PowerPoint Deck: 199 Slides
Reference PowerPoint Deck: 1,097 Slides

The purpose of this research is to provide readers with a comprehensive understanding of 529 college savings plans & state pre-paid tuition programs. While still relatively early in their evolution, 529 college savings 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 future predictions. This research is incorporated into Tiburon's broader research coverage of college planning & the college savings market and its even broader coverage of financial planning.

This research defines the market's growth and the leading sponsors, administrators, & managers of 529 college savings plans & state pre-paid tuition programs.

This research defines the distinct products within 529 college savings plans & state pre-paid tuition programs, including:

• 529 College Savings Plans
• State Pre-Paid Tuition Programs

This research makes several future predictions for 529 college savings plans & pre-paid tuition programs, including:

• Substantial Growth in 529 College Savings Plans & State Pre-Paid Tuition Programs
• Fastest Growth in 529 College Savings Plans (and Elimination of State Pre-Paid Tuition Programs)
• Fastest Growth in Exchange Traded Fund (ETF)-Based 529 College Savings Plans
• Fastest Growth in Direct Sold 529 College Savings Plans
• Emergence of 529 College Savings Plan Comparison Tools