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Morningstar

2019 529 College-Savings Plan Landscape

This report showcases the 529 industry’s improvements, as well as how our evaluations have evolved as we continue to raise the bar, grading 529 plans on a curve.

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About the Authors

Madeline Hume

NEXT Senior Research Analyst
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Madeline Hume is a NEXT senior research analyst for Morningstar Research Services LLC, a wholly-owned subsidiary of Morningstar, Inc. She covers new and emerging asset classes for Morningstar, including cryptocurrencies.

Before assuming her current role in 2021, Hume was a manager research analyst at Morningstar, covering multi-asset strategies.

Hume holds a bachelor's degree in finance from the University of Illinois' Gies College of Business. She also holds the Chartered Financial Analyst® designation.

Leo Acheson

Director
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Leo Acheson, CFA, is director, multi-asset ratings, global manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

He oversees Morningstar’s multi-asset ratings as well as the firm’s multi-asset and alternatives manager research team. The group covers a range of investment vehicles, including allocation strategies, alternatives, target-date funds, 529 plans, HSAs, model portfolios, and Mexican pension funds.

Before joining Morningstar in 2013, Acheson spent four years working for a Chicago-based investment consultant, conducting mutual fund and asset-class research to help corporations manage their investment programs.

Acheson holds a bachelor’s degree in finance and accounting from Indiana University’s Kelley School of Business. He also holds the Chartered Financial Analyst® designation.

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