New Research
529 Industry Analysis 2026
This annual 529 report provides actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing, and distribution strategies based on the demographic demands, shifts, and sentiment of parents and their families. The report provides a quantitative and qualitative analysis of how to reach and convert the ideal target market in the direct, employer, and advisor-sold channels.
Contact us to access the full report
About the Author
Paul Curley
Paul Curley, CFA is Executive Director of 529 & ABLE Solutions at ISS Market Intelligence, where he leads research, data, and thought leadership focused on the U.S. education savings market. In this role, he oversees the firm’s 529 and ABLE industry analysis, digital products, and flagship events, including the annual 529 Conference.