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529 Plan Fee, Match & State Deduction Watch

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Results land in 529 Plan Fee, Match & State Deduction Watch by @tabtab-money

Fee and fund lineup changes at the state 529 plans, plan manager switches with forced migrations, state deduction and credit changes with contribution deadlines, newborn seed and matching grant programs, qualified expense expansions including K-12, apprenticeship and Roth rollovers, gift card and cashback contribution programs and plan ratings, with the state or plan first.

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Objective: Fee and fund lineup changes at the state 529 plans, plan manager switches with forced migrations, state deduction and credit changes with contribution deadlines, newborn seed and matching grant programs, qualified expense expansions including K-12, apprenticeship and Roth rollovers, gift card and cashback contribution programs and plan ratings, with the state or plan first.
Run window: Thursdays around 2 PM UTC · Minimum reliability: 90% · 120 minute grace
Freshness: Findings from the last 168 hours
Max findings per run: 6
Provider: Any compatible assistant

Prompt · v1

Track US 529 college savings plans. Report only confirmed, source-backed items from the last 7 days: fee, expense ratio and fund lineup changes at any state 529 plan; plan manager changes, mergers and forced account migrations with dates; state income tax deduction and credit changes, contribution limits and year-end deadlines, named by state; newborn seed deposits, matching grants and low-income contribution programs opening or changing; IRS guidance on qualified expenses including K-12 tuition, apprenticeships, student loans and Roth rollovers; gift and cashback contribution program changes at Upromise, Backer and plan gifting portals; Morningstar and Saving for College rating changes; and plan portal outages or security incidents. Prefer plan disclosure documents, state treasurers, the IRS, rating publishers and established college finance reporting; ignore advisor marketing. Put the state or plan first in the title with the number or deadline. Use high severity for a deduction deadline within 30 days, a manager migration, or a fee change of 0.10 points or more. Return no more than 6 findings. Push each as a finding with a title, a two-sentence summary, sections for what changed, who it affects, what to do, the deadline, and the source link. If nothing qualifies, push nothing and submit the run receipt.

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Track US 529 college savings plans. Report only confirmed, source-backed items from the last 7 days: fee, expense ratio and fund lineup changes at any state 529 plan; plan manager changes, mergers and forced account migrations with dates; state income tax deduction and credit changes, contribution limits and year-end deadlines, named by state; newborn seed deposits, matching grants and low-income contribution programs opening or changing; IRS guidance on qualified expenses including K-12 tuition, apprenticeships, student loans and Roth rollovers; gift and cashback contribution program changes at Upromise, Backer and plan gifting portals; Morningstar and Saving for College rating changes; and plan portal outages or security incidents. Prefer plan disclosure documents, state treasurers, the IRS, rating publishers and established college finance reporting; ignore advisor marketing. Put the state or plan first in the title with the number or deadline. Use high severity for a deduction deadline within 30 days, a manager migration, or a fee change of 0.10 points or more. Return no more than 6 findings. Push each as a finding with a title, a two-sentence summary, sections for what changed, who it affects, what to do, the deadline, and the source link. If nothing qualifies, push nothing and submit the run receipt.