Upcoming EBRIefings

529 & 530 Accounts in the Workplace: What Employers Need to Know

Employers and benefits professionals are taking a closer look at how 529 and 530 accounts may fit into workplace savings and financial wellness programs.

529 education savings plans continue to expand, while the introduction of new 530 accounts is raising important questions about employer contributions, implementation, policy, and the future of workplace financial wellness benefits.

What distinguishes these accounts? How are employers approaching 529 matching programs? What do the latest market numbers reveal? And where could 530 accounts fit within an employer’s broader benefits strategy?

Join the Employee Benefit Research Institute (EBRI) and leading experts from ISS Market Intelligence, Ascensus, and Commonwealth for a timely, evidence-based discussion designed to help employers and benefits professionals make sense of this evolving landscape.

Featured speakers include:

• Paul Curley, ISS Market Intelligence, who will provide an overview of the latest 529 participation, asset and market-growth trends.
• Stacy Torkelson, Ascensus, who will discuss employer matching policies for 529 plans and important implementation considerations.
• Tim Flacke, Commonwealth, who will examine emerging research involving 530 accounts and the questions facing employers and policymakers.

Date: Tuesday, Sept. 1, 2026
Time: 3–4 p.m. ET
Admission: Complimentary

Moderated by EBRI, the webinar will compare the key features of 529 and 530 accounts, share findings from EBRI’s employer research, and explore how these savings vehicles may support employees’ future education and financial goals.

Whether your organization is already evaluating education savings benefits or is just beginning to follow these developments, this webinar will provide valuable context, practical insights and a clearer view of what employers should be watching.

Register today to be part of this important workplace savings conversation.

If you are interested in sponsoring one of our webinars, please contact us at memberships@ebri.org.