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79 results on '"529 plans (Investments) -- Management"'

51. Plan to promote college saving stirs financial feuds; the 529 program has states, fund managers lobbying for ways to protect turf

Author

Lauricella, Tom

Subjects
New York -- Tax policy, Illinois -- Tax policy, 529 plans (Investments) -- Statistics, 529 plans (Investments) -- Management, 529 plans (Investments) -- Marketing, 529 plans (Investments) -- Taxation, 529 plans (Investments) -- Political aspects, College savings plans -- Management, College savings plans -- Statistics, College savings plans -- Political aspects, College savings plans -- Taxation, State taxation -- Management, State taxation -- Statistics, Company business management, Company marketing practices, Business, Business, general
Published
2003

53. Maximizing the Benefits of Annual Exclusion Gifts

Subjects
529 plans (Investments) -- Management, Tax planning -- Management, Gift tax -- Management, Company business management, Business, international
Abstract

Article by Richard A. Campbell , James A. Casey , Daniel W. Luther , Howard McCue III and Donna E. Morgan Originally published December 2, 2008 Keywords: annual exclusion gifts, [...]

Published
2008

54. 529 college savings plans: a smart investment option

Subjects
Pennsylvania -- Tax policy, 529 plans (Investments) -- Management, Student assistance programs -- Methods, College costs -- Control, Student aid -- Methods, Company business management, General interest
Abstract

Will you be writing a hefty check for college tuition this fall? Or do you see that day looming in your future? If so, you should take advantage of a [...]

Published
2011

55. Color of Money Book Club

Author

Singletary, Michelle

Subjects
FastWeb College Gold: The Step-by-Step Guide to Paying for College (Book) -- Criticism and interpretation, Paying for College Without Going Broke (Book) -- Criticism and interpretation, 529 plans (Investments) -- Management, Student loans -- Forecasts and trends, Student loans -- Laws, regulations and rules, Company business management, Market trend/market analysis, Government regulation
Published
2006

56. Financial Futures

Author

Hamilton, Martha M.

Subjects
529 plans (Investments) -- Management, Financial futures -- Evaluation, Financial futures -- Management, Company business management
Published
2006

57. Changes possible for 529s

Author

Richardson, Maggie Heyn

Subjects
Louisiana -- Economic policy, Louisiana -- Education policy, 529 plans (Investments) -- Laws, regulations and rules, 529 plans (Investments) -- Management, 529 plans (Investments) -- Service development, Government regulation, Company business management, Company service development, Business, Business, regional
Published
2009

58. Five smart ways to use your refund

Author

Lankford, Kimberly

Subjects
Tax refunds -- Management, Personal finance -- Methods, 529 plans (Investments) -- Management, Company business management
Published
2009

60. 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

61. Education funding options

Author

Hayes, Jenny

Subjects
529 plans (Investments) -- Usage, 529 plans (Investments) -- Management, Universities and colleges -- Prices and rates, Universities and colleges -- United States, Company business management, Company pricing policy, Business, Business, general
Abstract

This article describes how to set up a 529 college savings plan and the importance of doing so.

Published
2003

62. Saving wisely for college. (Focus)

Author

Ciosek, Roman A.

Subjects
529 plans (Investments) -- Management, Personal finance -- Management, Universities and colleges -- Economic aspects, Universities and colleges -- United States, Company business management, Business, Business, regional
Abstract

Education funding is a hot topic these days. With the average cost of college soaring, families are coming to realize they had better start saving sooner rather than later. In [...]

Published
2002

64. When Your Grandchild Can't Use 529 Money

Subjects
529 plans (Investments) -- Management, Savings accounts -- Management, Company business management, Personal finance
Abstract

WHEN YOUR GRANDCHILD CAN'T USE 529 MONEY I have 529 college-savings accounts for three grandsons. The oldest has decided not to go to college. What should I do with the [...]

Published
2007

65. 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

66. 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

67. Play Golf With Uncle Sam's Help?

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Methods, Company business management, Personal finance
Abstract

PLAY GOLF WITH UNCLE SAM'S HELP? I attended a seminar recently where it was suggested that you could set up a 529 college-savings plan and then use the tax-exempt withdrawals [...]

Published
2003

68. 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

69. 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

70. '529' plans: why so many flunk out

Author

Blumenthal, Karen

Subjects
529 plans (Investments) -- Management, 529 plans (Investments) -- Evaluation, Education, Higher -- Finance, College costs -- Management, Investments -- Management, Tuition -- Management, Financial planning, Company business management, Company financing, News, opinion and commentary
Published
2010

72. 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

73. 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

74. 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

75. 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

76. 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

77. 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

78. 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

79. 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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