529 Industry Consulting Services
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Source: California Purchasing Group
• Provide general strategic consulting advice for ScholarShare 529 and CalKIDS . Make recommendations on program design , and structure . Provide information and insight on the 529 industry , including other related programs such as children ’ s savings account ( CSA ) programs and early wealth account programs . • Assist
- Status
- Closed
- Sector
- Residential, Commercial
- Location
- California, United States of America
- Updated
- 3 Nov 2026
- Source
- California Purchasing Group
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Tender Information
Participants
| Not available for this record. |
Status
Original status | closed |
Taiyo status | Closed |
Taiyo last update | 2026-11-03 |
Contact
| Not available for this record. |
Description
Description | • Provide general strategic consulting advice for ScholarShare 529 and CalKIDS . Make recommendations on program design , and structure . Provide information and insight on the 529 industry , including other related programs such as children ’ s savings account ( CSA ) programs and early wealth account programs . • Assist SIB by providing 529 plan trends , best practices , and comparative analysis in areas that include , but are not limited to , fees , plan participant benefits , and asset and account growth . Advise SIB of new or different strategies that could be employed to increase participation in ScholarShare 529 . Offer opinion or strategy on Plan name , branding , distribution , and marketing . • Provide additional analyses that may include peer reviews , and / or feasibility studies and projections . • Provide analysis of program manager ’ s performance , particularly in marketing and administrative areas using monthly , quarterly and annual data . Assist in evaluation of marketing and administrative benchmarks . |
Location
Country | United States of America (USA) |
State | California |
Source
Source | California Purchasing Group |
URL |
More Details
Record type | Tender |
Sector | Residential, Commercial |
Article published date | 2026-03-27 |
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