The Municipal Securities Rulemaking Board (MSRB) reminds underwriters that the first semiannual submissions of data on municipal fund securities, including 529 college savings plans, are due to the MSRB no later than October 28, 2015 (see MSRB Notice 2015-09).
MSRB Rule G-45 requires a dealer, when acting in the capacity of an underwriter for a 529 college savings plan, to provide the MSRB with information. The required information includes plan descriptive information, assets, contributions, withdrawals, fees and cost structure.