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Your search keyword '"529 plans (Investments) -- Management"' showing total 22 results
Start Over Descriptor "529 plans (Investments) -- Management" Topic banking, finance and accounting industries
22 results on '"529 plans (Investments) -- Management"'

1. Tuition magicians: when financial-aid prospects are dim, some parents find smart ways to boost their children's college funds

Author

Leone, Marie

Subjects
529 plans (Investments) -- Management, College savings plans -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

FOR MANY PARENTS, anxiety about paying for their children's college educations sets in at about the same time the '+' sign on the pregnancy test comes into view. The cost [...]

Published
2007

2. Doesn't Want to Go

Subjects
Windham Brannon -- Planning -- Officials and employees -- Management, 529 plans (Investments) -- Management, Accounting firms -- Planning -- Officials and employees, Company business planning, Company business management, Banking, finance and accounting industries, Business
Abstract

Some strategies will be impacted by a child's decision not to attend college, others are, according to Dale Baumann, principal with Windham Brannon, in Atlanta. One example is 529 plans. [...]

Published
2007

3. In Brief: Vanguard, Upromise To Run Pa. 529 Plan

Subjects
Pennsylvania. Treasury Department -- Officials and employees, Vanguard Group Inc. -- Contracts, UPromise Inc. -- Contracts, 529 plans (Investments) -- Contracts, 529 plans (Investments) -- Management, College savings plans -- Management, College savings plans -- Contracts, Administrative agencies -- Officials and employees, Mutual fund industry -- Contracts, Contract agreement, Company business management, Banking, finance and accounting industries, Business, Economics
Abstract

The Pennsylvania Treasury Department has hired Vanguard Group Inc. and Upromise Inc. to overhaul its direct-sale 529 college savings plan. Vanguard, of Valley Forge, Pa., has taken over from Delaware [...]

Published
2006

4. In Brief: Kan. Renews American Century 529 Pact

Subjects
Kansas -- Finance, 529 plans (Investments) -- Contracts, 529 plans (Investments) -- Management, College savings plans -- Contracts, College savings plans -- Management, Holding companies -- Contracts, Contract agreement, Company business management, Company financing, Banking, finance and accounting industries, Business, Economics
Abstract

The Kansas State Treasurer's Office said it renewed its contract with American Century Proprietary Holdings Inc. to manage one of the state's section 529 college savings platforms, which now will [...]

Published
2006

5. In Brief: 529 College Savings Set 1Q Sales Record

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Finance, 529 plans (Investments) -- Statistics, College savings plans -- Growth, College savings plans -- Statistics, Company business management, Company financing, Company growth, Banking, finance and accounting industries, Business, Economics
Abstract

Buoyed by record sales, assets in 529 college savings plans reached an estimated $75.1 billion at March 31, up 38% from the year earlier, according to data from Financial Research [...]

Published
2006

6. Expirations Shaking Up 529 Arena

Author

Ackermann, Matt

Subjects
Teachers Insurance and Annuity Association - College Retirement Equities Fund -- Contracts, Insurance industry -- Contracts, 529 plans (Investments) -- Management, College savings plans -- Management, Insurance industry, Contract agreement, Company business management, Banking, finance and accounting industries, Business, Economics
Abstract

The 529 college savings market is in flux as management contracts come up for renewal, a trend exemplified last week by TIAA-CREF's loss of its Missouri mandate. 'We could see [...]

Published
2006

7. 529 Plan Execs Foresee Shakeout in the Business

Author

Ackermann, Matt

Subjects
State Street Corp. -- Management, Banking industry -- Management, 529 plans (Investments) -- Management, 529 plans (Investments) -- Finance, Banking industry, Company business management, Company financing, Banking, finance and accounting industries, Business, Economics
Abstract

In the wake of State Street Corp.'s decision to leave the 529 college savings business, executives and experts say they believe other providers could follow the Boston banking company out [...]

Published
2004

8. 529 Plan Providers Seen Hurt: Low Balances as Assets Surge

Author

Ackermann, Matt

Subjects
Cerulli Associates -- Research, Banking industry -- Services, Banking industry -- Statistics, Banking industry -- Analysis, 529 plans (Investments) -- Management, 529 plans (Investments) -- Forecasts and trends, 529 plans (Investments) -- Statistics, Market trend/market analysis, Company business management, Banking industry, Banking, finance and accounting industries, Business, Economics
Abstract

High operating costs and low account balances may prompt a thinning in the number of providers in the 529 college savings market in the next couple of years, a research [...]

Published
2003

9. Knowledge is Power: New tax laws and a wave of automation could make 529 plans the college savings option of choice. It would help if more people knew what they were

Author

Adams, John

Subjects
BankAmerica Corp. -- Planning, BankAmerica Corp. -- Management, BankAmerica Corp. -- Services, 529 plans (Investments) -- Management, 529 plans (Investments) -- Planning, 529 plans (Investments) -- Services, Banking industry -- Management, Banking industry -- Planning, Banking industry -- Services, College savings plans -- Management, College savings plans -- Planning, College savings plans -- Services, Company business management, Company business planning, Banking industry, Banking, finance and accounting industries, Business, Computers and office automation industries, Economics
Abstract

Banc of america capital management hopes it's riding a groundswell in touting tax-friendly 529s-college savings plans that are getting more flexible for investors by the day. The problem: Most Americans [...]

Published
2003

10. College savings Iowa expands investment lineup

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

COLLEGE SAVINGS IOWA EXPANDS INVESTMENT LINEUP: The College Savings Iowa 529 college savings plan has expanded its investment lineup from four to 12 options. Investors may now choose from eight [...]

Published
2003

11. 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

12. 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

13. 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

14. 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

15. Firms emphasize 529 as door opener

Author

Toonkel, Jessica

Subjects
Morgan Stanley -- Management, Morgan Stanley -- Services, 529 plans (Investments) -- Management, Securities industry -- Management, Securities industry -- Services, Company business management, Securities industry, Banking, finance and accounting industries, Business
Abstract

Morgan Stanley, The Hartford and Manulife Financial are emphasizing that 529 programs are a great way for financial advisors to get clients in the door. Many financial advisors are averse [...]

Published
2004

16. Wisconsin to review 529 contract with strong

Author

Toonkel, Jessica

Subjects
Strong Capital Management Inc. -- Contracts, Strong Capital Management Inc. -- Investigations, 529 plans (Investments) -- Management, Mutual fund industry -- Contracts, Mutual fund industry -- Investigations, Company legal issue, Contract agreement, Company business management, Banking, finance and accounting industries, Business
Abstract

The State Treasurer of Wisconsin has retained legal counsel to review its 529 college savings plan contract with Strong Capital Management. The move comes in the wake of reported allegations [...]

Published
2003

17. The Evolution of 529s

Subjects
State aid to higher education -- Analysis, 529 plans (Investments) -- Management, 529 plans (Investments) -- Forecasts and trends, Market trend/market analysis, Company business management, Banking, finance and accounting industries, Business
Abstract

The infant 529 market of a few years has grown to a full-fledged distribution channel Right now is crucial as state contracts with asset managers have begun to come up [...]

Published
2003

18. Majority of workplace 529s rely on ACH debits. (Fund Managers)

Subjects
529 plans (Investments) -- Management, Payroll deductions -- Usage, Bank clearinghouses -- Usage, Company business management, Banking, finance and accounting industries, Business
Abstract

Most corporate 529 plans rely on Automated Clearing House debits from participants bank accounts rather than payroll deductions. The technology required to do true payroll deduction is expensive, while human [...]

Published
2002

19. Speakers of the first panel discussion of the day agreed that the target goal for the 529 business should be $700 billion--or 10% of the assets that are in mutual funds

Subjects
529 plans (Investments) -- Industry sales and revenue, 529 plans (Investments) -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

Speakers of the firs panel discussion of the day agreed that the target goal for the 529 business should be $700 billion--or 10% of the assets that are in mutual [...]

Published
2004

20. Manulife polls advisors on 529 gifting

Subjects
Manulife Financial Corp. -- Surveys, 529 plans (Investments) -- Management, College savings plans -- Management, Insurance industry -- Surveys, Company business management, Insurance industry, Banking, finance and accounting industries, Business
Abstract

Manulife Financial has sent out an e-mail survey to find out what financial advisors are doing around 529 plans for the gifting season. The firm is among a number of [...]

Published
2003

21. Strong Capital Management

Subjects
Strong Capital Management Inc. -- Management, 529 plans (Investments) -- Management, Mutual fund industry -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

Some third-party vendors of Nevada's 529 college-savings plans will negotiate with Strong Capital Management to 'shift assets away' from the mutual-fund firm's [...]

Published
2003

22. Oppenheimer simplifies 529 rollovers

Subjects
OppenheimerFunds -- Management, 529 plans (Investments) -- Management, Life insurance industry, Company business management, Banking, finance and accounting industries, Business
Abstract

OppenheimerFunds has released a turnkey procedure to simplify the process of transferring assets from other investment providers' 529 college savings plans to its own Scholars'Edge program. The Internal Revenue Service [...]

Published
2003

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