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CSF Industry Data Project - Your Resource for Trends and Information

College Debt Crunch: The Long-Term Impact of Education Debt on College Graduates

Fidelity Poll Shows New Pension Law Could Significantly Increase National Adoption of 529 Plans

The College Savings Foundation is developing an extensive database to serve as the primary source for detailed and reliable analysis and background information on all aspects of Section 529 college savings plans.

Included in this database will be information on:

  • Portfolio sales
  • Load structures
  • Sales commission classes
  • Investment objectives
  • Number of program investment options
  • Sales-To-Asset Ratios

Through quarterly collection of industry information, CSF will maintain data representing a cross-section of the Section 529 college savings plan industry total asset base, providing the most reliable source of analysis and trends. With CSF's continued membership growth, the database will rapidly approach complete representation of the overall college savings industry.

The College Savings Foundation has retained Financial Research Corporation (FRC), a Boston-based financial services consulting firm that has closely monitored the college savings plan industry since 2000, to maintain the database on behalf of the industry.

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