College Savings Foundation

CSF 2019 Conference Agenda

2015 CSF Conference Presentations

The College Savings Foundation 2015 conference was held in Austin, TX from March 3 – 5. Below are links to PDFs and other media files of the conference presentations:

College Savings Foundation- 529 Plan Landscapes

College Savings Foundation- Career Planning and the Role of 529s

College Savings Foundation- Getting Families Involved in College Savings

College Savings Foundation- The Folklore of Finance

College Savings Foundation Group Brainstorming Session

Financial Professionals- How to Grow Your Business Using 529s

Marilyn Moats Kennedy – Age Cohorts- Workplace Characteristics

MSRB- Updates on Federal Legislation and Regulations

Western Governors University

2014 CSF Conference Presentations

The College Savings Foundation 2014 conference was held in Savannah, GA from March 4 – 6. Below are links to PDFs and other media files of the conference presentations:

College Savings Foundation- 529 Plan Landscapes

College Savings Foundation- Career Planning and the Role of 529s

College Savings Foundation- Getting Families Involved in College Savings

College Savings Foundation- The Folklore of Finance

College Savings Foundation Group Brainstorming Session

Financial Professionals- How to Grow Your Business Using 529s

Marilyn Moats Kennedy – Age Cohorts- Workplace Characteristics

MSRB- Updates on Federal Legislation and Regulations

Western Governors University

CSF 2013 Conference Presentations

Successful College Planning: Opportunity and Momentum in 529 Plans

The College Savings Foundation 2012 conference was held in Scottsdale from February 12 – 14. Below are links to PDFs and other media files of the conference presentations:

Overview of Higher Education, Accreditation and New Challenges
Ralph A. Wolff
President, Senior College Commission
Western Association of Schools and Colleges

Five Truths Investors Need to Know
Tracy Fielder
Product Management Director, Rethinking Risk Strategist
Invesco

Washington- What Me Worry?
Jerry Webman, Ph.D., CFA
Chief Economist
OppenheimerFunds, Inc.

Successful College Planning- Opportunity and Momentum in 529 Plans
Moderator: Richard Polimeni, Director, Bank of America Merrill Lynch
Panelists: Paul Curley, Director of College Savings Research, FRC
Rachel Biar, Assistant State Treasurer, Nebraska
Vance Falbaum, SVP – Financial Advisor, RBC Wealth Management

Alternatives for Savings for College
George Thacker, Gerber Life Insurance Co

529 Plans and Alternatives for Savings for College
David Theile, State Farm Life Insurance Co

Financial Aid’s Place In Process of Planning & Paying for College
John Hupalo
Founder & CEO

CSF 2012 Conference Presentations

College Financial Planning: Seeing the Whole Picture

The College Savings Foundation 2012 conference was held in Charleston from March 7 – 9. Below are links to PDFs and other media files of the conference presentations:

The Rest of the Picture – How Families Pay for College

Dodd-Frank

CSF 2011 Conference Presentations

Route 529: Road to Success

The College Savings Foundation 2011 conference was held in San Diego, CA from March 1 – 3. Below are links to PDFs and other media files of the conference presentations:

Annual Pre-Conference Survey

Are we there yet? Account Processing Automation : BDAC Operational Update

Wrap-Up Session

What Advisers Think of 529 Plans

Rules of the Road – Legislative and Regulatory Update

A Behavioral Finance View of College Savings

Both Hands on the Wheel – New Opportunities Resulting from Recent Challenges

Going the Extra Mile…Connecting With Families

Going the Extra Mile- An early start for career and college planning in RI

Investing in Education- Parents, Teach Your Children

Late Stage College Planning- Preparing for college during the high school years

CSF 2010 Conference Presentations

Leading the Way Forward: The Next Decade of College Savings

The College Savings Foundation 2010 conference was held in Miami Beach, Florida from February 24 – 26. Below are links to PDFs and other media files of the conference presentations:

Annual Pre-Conference Survey

The Future- It’s Not What it Used to Be – John R. Lloyd

Key Investor Trends And The Impact on College Savings – Tony Ferreira

Motivating Parents to Save For College – Dipti Kachru

What Advisers Think of 529 Plans – Evan Cooper

A Brief History of Social Media – Peter Prodromou

Virginia 529 and Social Media – Suzy Rohler

Success Story- MPACT on Enrollment – J. Tate Reeves

Regulatory Notice- Social Media Web Sites – Tom Pappas

CSF- Facebook Survey of Young Adults – Joe Ciccariello, Lynthia Romney, Alyssa Bisanz

Legislative and Regulatory Update – Stephen R. Jobe, Randolf H. Hardock, James M. Delaplane, Jr., Lawrence P. Sandor

Perspectives on the Future of Education Financing – Stacey Belford, Brian Fitzgerald, Scott Buchanan

LiLAs- A New Way to Pay for Adult Learning – – Amy Sherman

Congress created 529 Education Savings Plans in 1996 under Section 529 of the Internal Revenue Code. They are state-sponsored, tax-advantaged vehicles for qualified post-secondary education expenses, such as tuition, fees, books, required supplies, equipment and room and board. There are two types of 529 Plans: savings plans, which allow families to save for expenses, and prepaid tuition programs, which generally allow families to make advance tuition payments to cover future attendance at a designated in-state public college or university system. Most states offer a 529 plan, and some states offer both savings and pre-paid plans.

A primary focus of CSF is building public awareness of and providing public policy support for 529 plans – an increasingly vital college-savings vehicle. CSF’s members include investment managers, broker-dealers, governmental bodies, law firms, accounting and consulting firms, and non-profit agencies that participate in the sponsorship or administration of 529 college savings plans.

College Savings Foundation
1300 Piccard Drive Suite LL14
Rockville, MD 20850
240.404.6478

Email: jdisanza@collegesavingsfoundation.org

PRESERVING, ENHANCING 529 PLANS
CSF’s key program goals are specifically focused on promotion, protection and enhancement of 529 plans.

A FORUM FOR DISCUSSION AND ACTION:
CSF brings together the industry and consumers on policy questions and provides a means for unified action on issues of concern to 529 plan investors and the industry. CSF provides a framework to assist with the orderly development of the programs and, in particular, acts as a resource for policymakers who share CSF’s objective of helping families realize their educational goals.

Tax Benefits

Investments grow on a tax-deferred basis, and earnings are free of federal income tax.
Contributions are eligible for gift tax exclusion as long as certain conditions are met.
Generally, account owners can remove contributions and future earnings from their taxable estate.
Certain 529 plans offer some type of state tax deduction when residents invest in their own state’s plan.

Flexibility

There are currently no income limits. Any U.S. resident or citizen, regardless of income, can open an account.
Account owners can withdraw money at anytime.
Funds may be used to pay qualified education expenses at any qualified educational institution in the U.S. (and some schools abroad), including any accredited public or private college or university, graduate school, two-year community or junior college and vocational and technical schools.
Eligible educational institutions include most U.S. schools and some schools located abroad. The institution must be eligible to participate in the U.S. Department of Education student aid programs. To determine if a school is an eligible education institution, search for its federal school code at www.fafsa.ed.gov.
Most plans offer low initial investments and a variety of investment options fitting various levels of risk and time horizons.

Control

The account owner decides when and how money in the account is withdrawn.
Account owners can change beneficiaries and investment options, according to IRS guidelines.

Start planning for your child’s future today!