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College Savings Plan Consulting Services - 2020


Location
Utah
Publication Date
01/08/2020 07:57 AM EST
Closing Date
01/21/2020 07:00 PM EST
Issuing Organization
Utah Educational Savings Plan (UESP) dba my529
Solicitation Number
Description

Specifications include, but are not limited to: A. Drafting and reviewing marketing and disclosure materials for my529; B. Updating my529 on legislative and regulatory developments, particularly as they affect marketing and disclosure; C. Providing general consulting services, advice, counsel, and recommendations to my529’s staff on a variety of 529 plan matters; D. Presenting information to my529’s governing board as requested by my529; E. Assisting with 529 market analysis; F. Training my529 staff as requested by my529; G. Advising on strategic 529 opportunities; H. Collaborating with or reviewing work of my529’s staff, third-party vendors, or consultants; and I. Providing other consulting and professional services as requested by my529.

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