@529Source profile picture
Andrea Feirstein @529Source

CEO, AKF Consulting. Leading Municipal Advisor to public administrators of State-run Investment Plans, including 529, ABLE and State-run Retirement Programs.

Joined May 2009
  • Tweets 5,394
  • Following 370
  • Followers 1,057
87 Photos and videos
Happy birthday to @PaulCurleyBC - the man who keeps us on our toes on all data 529 and ABLE!
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Unfortunate change. Privacy vs opportunity is a losing comparison. FAFSA complications should not remove the hope that financial aid provides for students in need. At least the financial literacy mandate remains for the future. via @NYTimes. nytimes.com/2024/04/26/your-…

Louisiana Will No Longer Require Students to Fill Out FAFSA to Graduate (Published 2024)

Experts say high school seniors are more likely to go to college if they complete the financial aid form, but the state sees privacy issues with mandating it.

nytimes.com
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Nice to tie the Michigan Education Trust to the NFL Draft! michigan.gov/treasury/news/2…

NFL Family Points to Michigan Education Trust as Wise Investment to Kick Off Children’s Educational...

michigan.gov
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While this doesn’t address ABLE, it’s an important reminder of the need to protect accounts from the Medicaid clawback. Must-read for States seeking additional enhancements for their ABLE Plans. via @NYTimes nytimes.com/2024/03/16/healt…

When Medicaid Comes After the Family Home (Published 2024)

Federal law requires states to seek reimbursement from the assets, usually homes, of people who died after receiving benefits for long-term care.

nytimes.com
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The best start it the week … thank you @PaulCurleyBC for all you do.
Paul Curley@PaulCurleyBC
8 Mar 2024
3/8/2024: This week's 529 Dash e-newsletter has been released: 529conference.com/newsletter… Photo: #529Conference 2023 Tags: #529plans; #529plan; #collegefund; #studentloans
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So well deserved! So proud.
Fiona Ma, CPA
@fionama
12 Mar 2024
Great to see Dante Allen, Commissioner of the Rehabilitation Services Administration at the US Dept of Education at our @StateTreasurers Annual Meeting in @washingtondc. Thank you PA Treasurer @PATreasurer for giving him a Resolution for his service. #proud #NAST @529Source @wearecalable @usedgov
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So proud of Rachel Biar winning the Chris Allen Award for Outstanding Advocacy in Public Finance from ⁦@StateTreasurerss. She has been an exemplary leader for college savings ⁦@529forCollege⁩ and a class representative of the office of the ⁦@NeTreasurer⁩.
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TY ⁦@ronlieber⁩ via @NYTimes for covering this change to the FAFSA. The underlying message for me - a 529 is still the very best way to save for college and to help a child (a relative or not) achieve his dreams. nytimes.com/2024/02/17/your-…

Some Good FAFSA News: There’s a Loophole for Grandparents (Published 2024)

Even amid the botched rollout of the new financial aid form, a rule change will let some grandparents help pay for college without compromising aid eligibility.

nytimes.com
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But has she also given up on the @WSJ hiring her? Thank you for sharing @melissakorn !
Melissa Korn@melissakorn
16 Feb 2024
I realize there's something kind of absurd about a journalist posting a link to a Harvard student's piece about how journalists are too obsessed with Harvard, but this from @thecrimson is too funny to not share. thecrimson.com/column/a-scho…
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Excellent article by #AnnCarrns re 529-IRA rollovers. TY @CSF529 @TIAA @AscensusInc for insights from industry leaders. IMO, risks remain for impact of account changes on 15-year rule. nytimes.com/2024/02/16/your-…

Money in College Savings Accounts Can Now Go Toward Retirement (Published 2024)

But there are caveats to moving the money into Roth I.R.A.s, and the government still has to issue guidelines about the option.

nytimes.com
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Congratulations @cri_states for another exceptional gathering of State leaders addressing thought provoking topics. It’s a privilege to support the Center and this industry, which is making a difference for so many workers.
Georgetown CRI
@cri_states
6 Feb 2024
STATES LEAD! Thanks to the states and stakeholders who made the 2024 state conference a success! Great 2023 milestones to celebrate - crossing the $1 billion asset threshold; first state partnerships; and 4 new programs. @CalSavers @OregonSaves @ILSecureChoice @MyCTSavings @MarylandSaves @COSecureSavings @RetirePathVA #merit Congratulations to 2024 award winners: Visionary Award: #Rep.RichardNeal (MA) for SECURE Act; Distinguished State Leader Delaware Treasurer @TreasurerDavis Davis for the DE EARNS program; and Best of the State Spotlight Awards to Maine's MERIT - Maine Retirement Investment Trust Executive Director Beth Bordowitz and Connecticut's @MyCTSavings Exec. Director Jessica Muirhead, MPA
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TY ⁦@ronlieber⁩ via @NYTimes for sharing your attempt to conquer the new FAFSA. Imagine the frustration - and anxiety - less informed parents of seniors felt. And love your new follower. Try following back. Keep us posted on your progress. nytimes.com/2024/01/01/your-…

I Spent New Year’s Eve Trying to Do the FAFSA. It Didn’t Go Well. (Published 2024)

The new, simplified version of the college student aid form was supposed to become available in December. It was, kind of, for some people.

nytimes.com
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Our 2023 SRRP Market Report is up! Among notable developments, we are encouraged by the first Auto-IRA partnership. We see growth opportunities for any States considering these programs or MEPs in the year ahead. Learn more here: bit.ly/3NDILmG
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Thank you @EmileHallez for including us in this insightful article. @PaulCurleyBC @AaronSchumm Glad we released our Market Report bit.ly/3NDILmG yesterday! What’s behind Vestwell’s $125M Series D funding?' investmentnews.com/fintech/n… via @investmentnews

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Good to see commentary on recently proposed fiduciary rule changes. Would the proposal give leeway for fiduciaries to considering alternative investments in target-date funds? This thoughtful piece suggests so. pionline.com/industry-voices… via @pensionsnews

Commentary: Proposed fiduciary rule highlights need to consider alternatives in target-date funds

pionline.com
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The announcement - ed.gov/news/press-releases/s…

Andrea Feirstein@529Source
12 Dec 2023
So proud of @wearecalable Executive Director, Dante Allen, for his appointment as Commissioner of the Rehabilitation Services Administration at the US Dept of Education. The ABLE industry loss is DOE's gain. He will be sorely missed by us all.
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So proud of @wearecalable Executive Director, Dante Allen, for his appointment as Commissioner of the Rehabilitation Services Administration at the US Dept of Education. The ABLE industry loss is DOE's gain. He will be sorely missed by us all.
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Our latest AKF Insight dives into the world of disability employment during National Disability Employment Awareness Month. Join as we celebrate a café that's making a remarkable impact. Read it on our website: bit.ly/3Q0KJzc #InclusiveHiring #EmpowerWorkers #NDEAM
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Another great gathering in the books. Thank you @StateTreasurers for solid sessions, learning and networking. The #NAST2023 Annual Conference proves again the value of this organization. Onto #NAST2024 Legislative Conference!
National Association of State Treasurers@StateTreasurers
4 Oct 2023
Our members are heading home from the #NAST2023 Annual Conference. Thank you to our gold sponsors: @BlackRock, @Fiserv, @GovDeals, @Jefferies, Mischler Financial Group, Public Trust Advisors, @Vanguard_Group, and @Vestwell. #NAST2023
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🎉 October is National Disability Employment Awareness Month. In its honor, our latest AKF Insight celebrates a café that's making a remarkable impact. ☕️🌟 Read it on our website: bit.ly/3Q0KJzc #InclusiveHiring #EmpowerWorkers #NDEAM
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