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OHE MN COLLEGE SAVINGS PLAN 2019


Location
Minnesota
Publication Date
12/05/2018 07:13 AM EST
Closing Date
12/27/2018 11:00 AM EST
Issuing Organization
State of Minnesota - Office of Higher Education
Solicitation Number
Description

Specifications include, but are not limited to:  Transitioning services from the current vendor, if applicable.  Maintaining regular contact with the Office and the Board as requested by same.  All recordkeeping and administration including maintaining compliance with dormant account requirements of MS 136G and all other unclaimed and abandoned property laws which pertain to 529 accounts.  Establishing and maintaining individual Plan accounts including existing matching grant accounts.  Processing deposits, transfers, charges, and withdrawals.  Preparing and distributing participant statements of account.  Answering account owners’ and potential account owners’ questions and complaints as part of overall customer service.  Investment management including asset custodial responsibilities.

Source
http://www.mmd.admin.state.mn.us/process/admin/ptList.asp (opens in a new window)

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