Letters
CSF submits letters to federal agencies, regulatory boards, and legislators advocating for 529 education savings plans policies. Each letter is available below as a PDF.
Published Letters
CSF and The 529 Network Joint Letter to the IRS Requesting Credentialing Guidance
Requests IRS guidance defining qualified postsecondary credentialing expenses (QPCEs) under the One Big Beautiful Bill Act’s new 529 expansion.
CSF Recommendations for IRS’s 2025–2026 Priority Guidance Plan
Urges IRS to allow more frequent 529 investment reallocations, clarify Roth IRA rollover rules under SECURE 2.0, and address distribution timing uncertainty.
CSF Comment to MSRB Notice 2024-15
Supports “access equals delivery” as the default standard for 529 plan disclosure documents under MSRB Rule G-32.