Advisory Services

AKF Consulting Group advises governments, public entities and private sector firms on all aspects of 529 program design, analysis and marketing. The firm’s services include investment options evaluation, program administration support, development of governance and best policy practices, marketing performance assessments, investor education initiatives and guidance on legislative and regulatory matters.

The breadth of services includes:

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    End-to-End Program Design

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    Industry Benchmarking and Analysis

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    Program Manager Selection and Evaluation

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    Program Administration

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    Program Conversions

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    Governance and Policy

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    Legislative and Regulatory Guidance

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    Consumer Marketing

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    Advisor Education