Andrea Feirstein
5.4K posts
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.
New York City Katılım Mayıs 2009
370 Takip Edilen1.1K Takipçiler
Dear America —
This country’s greatest strength has always been its belief in the next generation. On February 8, as we gather to watch the Big Game, we renew that hope for 73 million children.🇺🇸
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Happy birthday to @PaulCurleyBC - the man who keeps us on our toes on all data 529 and ABLE!
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@PaulCurleyBC @ignitesvolz @Ignites @issgovernance @TRowePrice @AscensusInc Thank you @PaulCurleyBC and @Ignites for including me. Big move for @TRowePrice 529 Plan; love seeing enhancements for Plan participants.
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Thank you @ignitesvolz of @Ignites for sourcing @issgovernance and quoting @529Source , Phil Korenman and I in the article titled, "@TRowePrice
Hires @AscensusInc for #529plan Recordkeeping":
ignites.com/c/4525134/5941…
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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/you…
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Nice to tie the Michigan Education Trust to the NFL Draft! michigan.gov/treasury/news/…
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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/hea…
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@PaulCurleyBC @CSF529 @MorningstarInc @saving4college @AaronSchumm @bendgibbons @DebtFreeGuys @Ohio529Plan @ScholarShare529 @CollegeInvestin @financialducks @IRAOwnersManual So sorry to miss this confab! It promises to be a great event!
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3/19/2024: Traveling from PHL to Savannah today for @CSF529 Conference 2024 (#CSF2024) where I will moderate a session titled, "Performance and Ratings" of #529plans with Adam Millson of @MorningstarInc and Martha Kortiak Mert of @saving4college. Cheers to creating a great day!
Philadelphia, PA 🇺🇸 English
So well deserved! So proud.
Fiona Ma, CPA@fionama
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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@PaulCurleyBC @bendgibbons @christaylor_nyc @CollegeInvestin @CSF529 @DebtFreeGuys @Ohio529Plan @AaronSchumm @wayneweberworld @lmoldmixon Lol - I’d hate to see my stats!
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Ha. Well, not a good stat but it is 529. I will give it that! Happy Friday everyone! #529plans
Philadelphia, PA 🇺🇸 English
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/you…
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But has she also given up on the @WSJ hiring her? Thank you for sharing @melissakorn !
Melissa Korn@melissakorn
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-schoo…
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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/you…
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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
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/you…
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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/news/w… 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-voice… via @pensionsnews
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The announcement - ed.gov/news/press-rel…
Andrea Feirstein@529Source
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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