Past articles
You may use the following articles to help your employees learn more about 529 college savings plans. Share links through your workplace newsletters, emails or intranet.
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Federal changes to qualified education expenses
The One Big Beautiful Bill Act (the “OBBBA”) recently passed by Congress and signed into law on July 4, 2025, […]
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College Savings Estimator takes the guesswork out of education savings
Rising student debt and fluctuating inflation can make saving for higher education feel like a guessing game. But there’s no […]
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Have you checked out the my529 video library?
If you’re looking for a quick and easy resource to learn more about my529, the my529 video library can provide […]
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my529 accounts can help prevent the financial and emotional burden of student loans
Are there any products available today that can truly improve financial, career and mental well-being? Consider what a my529 account […]
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Aunts and uncles: Get invested in the success of your nieces and nephews
July 26 is Aunt and Uncle Day! These loved ones play a unique role in a child’s life, offering support, […]
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How Gen Z can maximize their summer earnings
The summer job economic outlook is sunny for young people looking to enter the workforce. More teens between 16 and […]
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Summer just started — here’s why you should be thinking of fall withdrawals
School is out for the summer, grills are fired up for barbecue season and summer vacations are in full swing. […]
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Summer saving strategies for your my529 account
Summer is almost here, and with the change of season comes new opportunities to help you hit your savings goals. […]
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How Gen Z can maximize their summer earnings
The summer job economic outlook is sunny for young people looking to enter the workforce. More teens between 16 and […]
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Summer just started — here’s why you should be thinking about fall withdrawals
School is out for the summer, grills are fired up for barbecue season and summer vacations are in full swing. […]
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National Apprenticeship Day
my529 recognizes National Apprenticeship Week from November 14-20, 2022, which highlights the value of educational and occupational opportunities available through apprenticeships. Apprentices […]
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You can access your clients’ my529 tax documents
Tax deadlines are approaching and my529 is here to lend a hand. my529 makes it easy for you and your […]
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Bulk statement feature expanded for additional users at the firm
We heard you asking for this option and are delighted to announce that we made it happen! We are excited […]
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Divorce: How advisors can help their clients navigate this transition
Navigating clients through a divorce can be complicated and challenging for financial advisors. You may have clients with my529 accounts […]
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Updates coming to Target Enrollment Date option in July
On July 1, 2025, my529’s Target Enrollment Date investment option will see portfolio changes as part of its regularly scheduled […]
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How can ‘extra’ 529 funds be used?
Money in 529 accounts can be used for any qualified education expense, such as tuition, room and board (as long […]
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A gift for the future: Graduation gifting with my529
Spring means high school graduations, elementary and middle school promotions, and an opportunity to mark another milestone in your child’s […]
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On the road spreading the message of college savings
Our Relationship Management Team hit the road this spring to talk 529s. So far, we have been to Wallach Beth […]
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Have you checked out the my529 video library?
Our my529 video library provides you with a comprehensive and easily shareable resource to educate your clients about the benefits […]
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my529 celebrates America Saves Week with tips to practice saving at any age
America Saves Week is April 7-11, with daily themes focused on saving — be it automatically, for the unexpected, for major […]
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New executive director takes the helm of my529
As Richard Ellis retires, we are thrilled to announce the appointment of our new executive director, Mark Cain, effective April […]
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Making the grade for financial literacy
Activities for different ages help teach responsibility with money Learning about money at an early age sets children on a […]
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Updated my529 Program Description available now
my529 issued a new Program Description dated March 19, 2025. You can read and download the document at my529.org here, […]
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Plant your college savings this spring
Are your investments on track to meet your goals to pay for higher education? The my529 College Savings Estimator is a free […]
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The value of higher education
When speaking with your clients about 529 plans, you might have heard mixed reviews from them and their children about […]
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my529 celebrates the economic and health benefits of higher education
“Education breeds confidence. Confidence breeds hope. Hope breeds peace.” These inspiring words by Confucius still ring true today, and speak […]
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Utah students put creativity on display in the 2024 my529 Make Your Mark contest
The winners of the 2024 Make Your Mark contest have been chosen! Every year, my529 celebrates National College Savings Month […]
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my529 celebrates the economic and health benefits of higher education
“Education breeds confidence. Confidence breeds hope. Hope breeds peace.” These inspiring words by Confucius still ring true today and speak […]
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my529 earns top Morningstar honor for 14th year in a row
This fall, Morningstar’s annual review of 529 plans named my529 as one of five plans in 2024 to receive the […]
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2024 year-end deadlines
Your clients could qualify for certain tax benefits with their my529 account. Please note that contributions must be received at […]
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What drives the next generation of financial planners?
We recently had the pleasure of interviewing Lexi Shipley, president of the Personal Financial Planning Student Association (PFPSA) at Utah […]
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Study up on changes to federal student aid application
Did you know that the FAFSA (Free Application for Federal Student Aid) for the 2025-2026 academic year officially went live […]
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my529 Road Trip: Financial fun across the nation
Our financial advisor team has been hitting the road and spreading the joy of smart saving across the country and […]
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Make their studies easy, and your shopping easier
Picking out the perfect technology gift for the college student in your life can be a challenge. Which tech brand […]
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Personalized portals offer unique gifting experience
The gifting season is upon us — and we want to help make it memorable. While celebrating its 10th year, […]
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my529 honored with top industry rating for 14th straight year
Utah’s plan earns Gold rating from Morningstar investment research firm (Salt Lake City) As Utah’s 529 educational savings plan, my529’s […]
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my529 executive director talks 529 plans with TV’s Montel Williams
my529’s executive director, Richard Ellis, recently appeared on national talk show The Balancing Act on Lifetime Television, hosted by Montel […]
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Scary 101: Colleges offer spooky studies
Perhaps the most horrifying class you ever encountered began with an instructor announcing “public speaking will be required of all […]
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my529’s Investment Manager Series: PIMCO Interest Income Fund and FDIC-Insured
my529 offers multiple principal preservation products, including the PIMCO (Pacific Investment Management Company) Interest Income Fund and our FDIC-Insured accounts. […]
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my529’s Investment Manager Series: Vanguard
In 1999, my529 (known as Utah’s Educational Saving Plan at the time) looked to expand their investment options, allowing account […]
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Celebrate education across generations with Family History Month
Thanks to efforts by Senator Orrin Hatch in 2002, October is National Family History Month. At my529 we want to […]
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Make Your Mark with my529
Back to school means it’s time to make your mark. Grab a pencil, brush or stylus and apply your creative […]
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High school graduates have many educational opportunities and some pay more than ever
Market factors like artificial intelligence are reconfiguring the workforce, leading many recent high school graduates to consider apprenticeships, trade schools, […]
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Help your clients with Gen Z dependents explore various higher education paths
High school graduates have more education options than ever, and with that increased variety, your savvy clients want to be […]
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Changes for three Vanguard funds affect underlying fund expenses
Changes to three Vanguard funds used in my529 investment options in April and May could impact underlying fund expenses for […]
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Administrative Asset Fee reduced by 1 bps for all investment options
On August 1, 2024, my529 dropped the Administrative Asset Fee by one basis point for every my529 investment option, including […]
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Keeping your information up to date with my529
Is your firm’s information up to date with my529? Updating your contact information is easy and important to do. As […]
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Make sure your clients have a signature card on file so they can access their funds
Want to streamline your client’s my529 experience? Have them add a signature card to their my529 account. Providing a signature […]
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We want to hear from you!
The my529 Financial Advisor portal now has an orange feedback button listed on the right side of the screen where […]