Morningstar, the country’s most widely cited and influential investment plan rating group issued its annual report and upgraded the DE529 Education Savings Plan from Bronze to Silver status. Morningstar specifically credited the oversight of the plan as a major factor for the upgrade.
Thanks to the ongoing progress towards implementation of the Delaware Expanding Access for Retirement and Necessary Savings (EARNS) program, State Treasurer Colleen Davis has been named to the newly formed State Advisory Council of the Georgetown University Center for Retirement Initiatives (CRI) at the McCourt School of Public Policy. The bi-partisan council will provide guidance […]
Aspire529 money addresses education related expenses Delaware Treasurer Colleen Davis announced that Aspire 529, a program for youth in or aging out of the foster care system to help them pay for expenses related to college or vocational training, has made its 2023 awards. This year, five individuals received $529 after applying for the program […]
In a letter dated August 23, 2023, Delaware State Treasurer Colleen Davis joined six of her colleagues in calling on the Federal Trade Commission (FTC) to oppose the proposed merger between major grocery chains Kroger and Albertsons. Davis believes the merger poses a significant threat to the well-being of Delaware residents and expresses deep concern […]
More accounts and $36,100 in incentives added in first half of 2023 Almost twice as many people as last year have started saving for higher education with DE529 Education Savings Accounts according to State Treasurer Colleen Davis. More than 1,400 new DE529 accounts opened through June of 2023, a number 41% higher than during the […]