My529

The buyer seeks a qualified Municipal Advisor to provide consulting services for their 529 college savings plan. The advisor will offer general advice and counsel on 529 industry issues and trends. Services include reviewing marketing materials, updating on regulatory developments, and providing strategic advice. The contract is expected to last five years from execution.

• 1/10/2025 - Written Question Submittal Deadline
• 1/15/2025 - Answers to Written Questions Distributed
• 1/22/2025 - Proposal Due Date
• 1/24/2025 - Evaluation of Proposals
• 1/29/2025 - Oral Interviews
• 2/10/2025 - Contract Awarded

• 529 College Savings Plan consulting services for minimum of five years
• Comprehensive general liability policy with $1 million per occurrence limits
• Professional liability insurance with $1 million per occurrence limits

• Review and advise on marketing and disclosure materials
• Update on legislative and regulatory developments
• Provide general consulting services on 529 plan matters
• Present information to my529's governing board
• Assist with 529 market analysis
• Train my529 staff as requested
• Advise on strategic 529 opportunities
• Collaborate with or review work of third-party vendors