529 Plan Consulting Services

Our Mission Statement

To deliver the best available information for the selection, administration and monitoring of 529 College Savings Plans. Serving Plan Managers, Corporate Human Resource Departments and Broker Dealers, College Savings Consultants is uniquely qualified to provide a wide range of consulting services.

Core Services

• Needs assessment
• Vendor Selection
• Client Education
• Technology Solutions for Workplace 529 Plans
• Quantitative Analysis
• Presentation Analysis
• Education Analysis
• 529 Plan Education Materials and Programs
• Speaking Engagements
• Original Research

Contact Us to learn how we can help you >