Demand for less expensive, direct-sold plans and low-cost passive investments is driving down fees for 529 plans, even as assets in the plans are increasing.
Those are among the trends found in Morningstar Inc.'s annual study of U.S. 529 college savings plans, which also revealed that plan portfolios are improving as asset allocation glide paths smooth out and reduce risk in those corresponding portfolios.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
- Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
- Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
Already have an account? Sign In
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
