Please Note:
This profile was automatically generated using 57 references found on the Internet. This information has not been verified. Learn more...
This profile was automatically generated using 57 references found on the Internet. This information has not been verified. Learn more...
View all 57 references Web References
-
1. www.collegesavingsfoundation.org
www.collegesavingsfoundation.o - [Cached]Published on: 11/29/2007 Last Visited: 11/29/2007
William J. Raynor Jr., Vice President, National Sales OppenheimerFunds, Inc. -
2. www.businessweek.com
www.businessweek.com/investor/ - [Cached]Published on: 9/4/2007 Last Visited: 9/8/2007
"In 2006, Congress signaled to everybody that 529 savings plans were going to be the vehicle of choice for secondary education savings going forward," says Bill Raynor, a vice-president at OppenheimerFunds' Wealth Management Group. The federal tax-free status on the plans had been scheduled to sunset on Jan. 1, 2011, but lawmakers decided to make the tax-free provision permanent.
"We had started to see a reduction in people contributing because of the uncertainty around the tax code," Raynor says. -
3. State Plan News | Bright Futures Blog
www.401kid.com/blog/index.php/ - [Cached]Published on: 5/9/2006 Last Visited: 2/8/2008
"You can be profitable in Year 2 as opposed to Year 5 or 7 if the program is just starting out," said Bill Raynor, vice president of college savings plans for OppenheimerFunds and vice chairman of the College Savings Foundation, a Washington-based industry trade group.
...
"Get as many of your funds on as many platforms as possible," Mr. Raynor told fund executives at the RFP session at the College Savings Foundation Forum.
...
Regionalization makes sense, Mr. Raynor said, because 529 programs are expensive to run, and those with small asset levels will have difficulty attracting financial firms.
