TITLE

All eyes, not dollars, are on 529s

AUTHOR(S)
Whiddon, Robert L.
PUB. DATE
June 2005
SOURCE
Employee Benefit News;6/15/2005, Vol. 19 Issue 8, p54
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Reports on the investigation being conducted by U.S. securities regulatory in 2005, on whether or not brokers have properly sold 529 products, the tax preferred accounts for educational expenses named after the section of the tax code that governs them. Percentage range of 529 that are sold through intermediaries such as Glazer's firm; Primary issue for the regulators concerning 529; Views of Dan McNeela, a senior analyst for investment research firm Morningstar LLC, on federal intervention in the issue of 529. INSET: Finding the Fees.
ACCESSION #
17438785

 

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