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Assets held in 529 college savings plans increased 16.7% last year as the largest state plans continued to attract the bulk of the assets.
Last year, college savings plan reached an estimated $168.5 billion, up from $144.4 billion a year earlier. According to Boston-based researcher Financial Research Corp., estimated 529 net inflows were over $3.1 billion in the fourth quarter, the highest level since the first quarter of 2011.
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A Deloitte analysis shows that alternative allocations — to private equity, private credit and other vehicles — in DC plans could grow quickly.
Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.
Financial firms are expanding pooled employer retirement plans to help small businesses and nonprofits cut costs, simplify administration and reduce fiduciary risk.
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
With about 7 million additional Americans expected to sign up for HSAs, these vehicles can help finance costly GLP-1s.
