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Your search keyword '"529 plans (Investments) -- Management"' showing total 4 results
Start Over Descriptor "529 plans (Investments) -- Management" Journal money management executive
4 results on '"529 plans (Investments) -- Management"'

1. Pa. 529 Replaces Delaware With Vanguard, Upromise

Author

Barney, Lee

Subjects
Delaware Management Holdings Inc. -- Contracts -- Management, UPromise Inc. -- Contracts -- Management, The Vanguard Group Inc. -- Contracts -- Management, 529 plans (Investments) -- Management, Financial services industry -- Contracts, Mutual fund industry -- Contracts, Investment companies -- Contracts, Company business management, Contract agreement, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Pennsylvania has selected Vanguard and Upromise to replace Delaware Investments as manager and recordkeeper, respectively, of its 529 college savings plan. Vanguard currently offers investment options in 18 529 plans [...]

Published
2006

2. Hitting Oregon's 529 Trail

Author

Pizzani, Lori

Subjects
New Mexico -- Economic policy, Oregon -- Economic policy, MFS Investment Management -- Government finance, OppenheimerFunds -- Government finance, Schoolhouse Capital -- Government finance, Insurance industry -- Government finance, Financial services industry -- Government finance, 529 plans (Investments) -- Management, Insurance industry, Financial services industry, Company business management, Banking, finance and accounting industries, Business
Abstract

New Mexico is not the only state forced to pare back 529 providers, due to Schoolhouse Capital's recent exit from the college savings market. In fact, Oregon has had to [...]

Published
2005

3. State Treasurers in Quandary Over 529s: Scandal Prompts Wisconsin to Push for Regulatory Changes

Author

Pizzani, Lori

Subjects
529 plans (Investments) -- Management, Company business management, Market trend/market analysis, Banking, finance and accounting industries, Business
Abstract

Think mutual fund investors are the only ones trying to decipher which sponsors have been naughty and which have been nice? State treasurers, charged with running their 529 college savings [...]

Published
2003

4. Strong 529s Offer Systematic Exchange Program

Author

Frankie, Chris

Subjects
Strong Financial Corp. -- Management, Strong Financial Corp. -- Product information, 529 plans (Investments) -- Management, Financial services industry -- Management, Financial services industry -- Product information, Company business management, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Struggling to maintain profitability in 529 plans and facing low general public awareness about the products, firms are increasingly adding features and catering to the needs of the high-net-worth client, [...]

Published
2003

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