@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
akfconsulting.com
Joined May 2009
  • Tweets5.4K
  • Following369
  • Followers1.1K
87Media
Our silver sponsors will shine in Las Vegas for the #NAST2023 Annual Conference in just a couple days. Thank you @529Source, @AscensusInc, @auditservicesus, @InviteEducation, @jpmorgan, @MoodysUSPubFin, @PointandPayLLC, @rbcgamnews, @SPGlobal, @TDBank_US, and @UBS.
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Andrea Feirstein retweeted
Ron Lieber@ronlieber6 Jun 2023
This is so nice, but when I'm thinking about higher ed story ideas, I always fear that Melissa will have or think of them first, and it often turns out that way. Also, "Unacceptable" is delicious. bookshop.org/p/books/unaccep…
Melissa Korn@melissakorn5 Jun 2023
Over the weekend, a parent of a HS student nearby said I'm "like the @ronlieber of the Wall Street Journal." She then gushed about "The Price You Pay For College." And then informed me she has zero interest in Varsity Blues/my book. Eh, win some/lose some.
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Workers are far more likely to save for retirement if there is a payroll deduction program at work, says @n_rhee. @CalSavers, fully implemented as of June 30, provides the "little nudge" to help enrollees save for their future, says @KatieSelenski. abc7news.com/calsavers-retir…
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Andrea Feirstein retweeted
Paul Curley@PaulCurleyBC26 Mar 2019
This week's 529 Dash e-newsletter includes articles by #Alabama Office of State Treasurer, @rockstarfinance, @investmentnews, @StateStreetGA @upromise #529plan, @wealthynickel, @RiponAdvance & @WDSD_RAC_COSMO: 529conference.com/newsletter…
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Andrea Feirstein retweeted
Paul Curley@PaulCurleyBC10 May 2021
#TMTS2021 "CSPN Kickoff Session" by @StateTreasurers off to a great start!
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Andrea Feirstein retweeted
Paul Curley@PaulCurleyBC16 Feb 2021
2/16/2021: This week's 529 Dash e-newsletter has been released, and cheers to creating a great day: 529conference.com/newsletter…
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Andrea Feirstein retweeted
Dan Herron@fintaxdude21 Jan 2021
New type of 529 account underutilized by financial advisers via @EmileHallez cc: @529Source #personalfinance #ableaccounts digitaledition.investmentnew…
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This is a tragedy. Going forward, employers need to offer a payroll deduction, auto enrollment way for people to build emergency savings.
This Post is from an account that no longer exists. Learn more
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Andrea Feirstein retweeted
CalSavers@CalSavers31 Aug 2020
Now more than ever, the value of financial security is clear. CalSavers was created to help all Californians build retirement security by making it easy for employers to help their employees save (with no fees for employers). Learn more:

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Andrea Feirstein retweeted
CalSavers@CalSavers7 Jul 2020
"Don’t have a retirement plan? You aren’t alone. But the state you live in might be working on solving that problem. …” - @WSJ on how we and @ORSaves, @ILSecureChoice, & @MarylandSaves are making a difference: wsj.com/articles/states-take…

States Take Aim at People With No Retirement Plan

With so many workers having no money in retirement accounts, states are passing legislation to help people to start saving.

wsj.com
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Andrea Feirstein retweeted
Paul Curley@PaulCurleyBC12 Aug 2019
This week's 529 Dash e-newsletter on #529plans and #ABLEaccounts has been released: 529conference.com/newsletter…
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Andrea Feirstein retweeted
The 529 Network@529forCollege27 Jul 2019
Summer fun can mean spending $10 here and there. Challenge yourself to match that $10 every week. #LittleByLittle #529ForTheirFuture #SummerChallenge
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Andrea Feirstein retweeted
Paul Curley@PaulCurleyBC28 Jun 2019
This week’s 529 Dash e-newsletter on #529plans and #ABLEaccounts has been released: 529conference.com/newsletter… – at Pennsylvania, USA
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Andrea Feirstein retweeted
CalSavers@CalSavers3 Jun 2019
"...CalSavers, will open to an estimated 250,00 to 300,000 employers on July 1 — offering an automatic IRA payroll deduction for the 7.5 million California workers with no retirement plan on the job." @CalTreasurer calpensions.com/2019/06/03/n…

New state-run IRA for private sector opens July 1

A new state workplace retirement savings program, CalSavers, will open to an estimated 250,00 to 300,000 employers on July 1 — offering an automatic IRA payroll deduction for the 7.5 million …

calpensions.com
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Andrea Feirstein retweeted
CalSavers@CalSavers31 Mar 2019
We know access to a workplace savings vehicle makes people 15x more likely to save for retirement. That's why we're here -- to close the access gaps. bit.ly/CalSaver
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Andrea Feirstein retweeted
CalSavers@CalSavers11 Mar 2019
In San Francisco alone, an estimated 140k employees at 7k employers are eligible for @CalSavers. Presenting an overview to the San Francisco Small Business Commission shortly. Thank you for the invitation, @SFOSB.
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Andrea Feirstein retweeted
CalSavers@CalSavers20 Feb 2019
Almost half of #California workers lack access to workplace retirement savings. Learn how @CalSavers will close the gap: bit.ly/CalSaver
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Andrea Feirstein retweeted
CalSavers@CalSavers19 Feb 2019
There is a $7 trillion retirement savings gap in the U.S.. Learn how we’re helping to close the gap: bit.ly/CalSaverSav
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Andrea Feirstein retweeted
Mary G. Morris@529ceo14 Feb 2019
Kicked off this week at the National Association of @StateTreasurers legislative conference. It was great to connect with other 529 and ABLE administrators, discuss opportunities and share the success of @Virginia529 and @ABLEnowVA with representatives in DC. #NASTDC
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Andrea Feirstein retweeted
Fiona Ma, CPA
@fionama9 Feb 2019
A little friendly rivalry...California vs Massachusetts with the best & brightest in their fields: Tim Schaefer, my Deputy of Public Finance & Banking and Jim MacDonald, First Deputy Treasurer under Treasurer Deb Goldberg. @StateTreasurers @CalTreasurer @MassTreasury #NASTDC – at Washington, DC
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