The Municipal Securities Rulemaking Board (MSRB) reminds underwriters that the semiannual submissions of data on municipal fund securities, including 529 college savings plans, are due to the MSRB no later than February 29, 2016. 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, benchmarks and performance.
Additional Resources
EMMA Dataport Manual and Specifications for 529 College Savings Plan Data (Form G-45) Submissions
Submitting 529 College Savings Plan Data