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Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts

Press release content from PR Newswire. The AP news staff was not involved in its creation.
Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts
March 11, 2021 GMT
Oregon College Savings Plan Logo (PRNewsfoto/Oregon College Savings Plan)
SALEM, Ore., March 11, 2021 /PRNewswire/ The Oregon College Savings Plan today announced the rollout of a new tax form that will streamline the process of saving for post-secondary education and job training for tax filers in Oregon.
With the Department of Revenue’s OR-529 form, taxpayers can now elect to open an Oregon College Savings Plan account or deposit personal income tax refunds into preexisting Oregon College Savings Plan or MFS 529 Savings Plan accounts while filing their 2020 state tax returns. ....

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Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts

Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts
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Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts

Special Form helps State Tax Filers Direct Refunds to Higher Education Savings and Open Oregon College Savings Plan Accounts
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

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Vestwell is in and Ascensus is out in Oregon as mushrooming 'force-function' state retirement plans spark heated bids to recordkeep; RIAs are angling for a cut, too

News, Vision & Voice for the Advisory Community
States may force millions of small employers to sponsor pensions, buoying VC-backed digital recordkeepers. But RIAs like Fisher Investments are trying to convince small businesses to set up their own 401(k) plans to meet new mandates.
December 17, 2020 9:34 PM by Lisa Shidler
Brooke s Note: The pendulum is swinging again in the pension world. Coverage of private-sector employees with workplace retirement plans all defined benefit was at 85% in 1975 but had fallen to 33% by 2005. The reasons are complex. One factor was the rise of 401(k) plans invented in 1978 but then slowly implemented in the 1980s. These defined contribution plans appealed to employers but bottom line left many employees retiring with small pensions or none at all. With government left to pick up the pieces for low-balance retirees, it s no surprise that they are passing new rules to up coverage. Vestwell and Ascensus are angling in as fir ....

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