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.
ID: 41281627
http://www.akfconsulting.com 20-05-2009 02:58:43
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Another great gathering in the books. Thank you National Association of State Treasurers for solid sessions, learning and networking. The #NAST2023 Annual Conference proves again the value of this organization. Onto #NAST2024 Legislative Conference!
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 Pensions & Investments
Thank you Emile Hallez for including us in this insightful article. Paul Curley Aaron Schumm 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
TY Ron Lieber via The New York Times 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…
Congratulations Georgetown CRI 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.
But has she also given up on the The Wall Street Journal hiring her? Thank you for sharing Melissa Korn !
TY Ron Lieber via The New York Times 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…
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 529 College Savings Plans and a class representative of the office of the Nebraska Treasurer Tom Briese.
The best start it the week … thank you Paul Curley for all you do.
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 The New York Times nytimes.com/2024/03/16/hea…
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 The New York Times. nytimes.com/2024/04/26/you…
Happy birthday to Paul Curley - the man who keeps us on our toes on all data 529 and ABLE!