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The source for State-run Investment Plan expertise.

AKF Consulting Group is a leading SEC- and MSRB-registered Municipal Advisor to public administrators of State-run Investment Plans, including 529, ABLE and State-run Retirement Programs. We work with State governments and public entities to structure programs that help people save for college, disability-related expenses and retirement.

Read our latest:

Consolidated Appropriations Act: The Devil Is in the Details

Advisory Services

We advise on all aspects of 529, ABLE and State-run Retirement Program design, launch, implementation, analysis and ongoing operations.
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Market Reports

We release a series of proprietary research reports addressing important current topics for 529, ABLE and State-run Retirement Program administrators and managers, industry participants and the financial press.
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Insights

We share information, ideas and our thoughts on trends and key design issues impacting 529, ABLE and State-run Retirement Programs.
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AKF’s goal is to provide a private sector perspective to the public sector in the design, implementation and on-going management of 529, ABLE and State-run Retirement Programs.

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Learn more about our breadth of advisory services

End-to-End Program Design
Industry Benchmarking and Analysis
Program Manager Selection and Evaluation
Program Administration
Program Conversions
Governance and Fiduciary Training
Legislative and Regulatory Guidance
Consumer Marketing
Professional Education
Quantitative Analyses and Modeling

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AKF Consulting Group

757 3rd Avenue, Twelfth floor (AIM) | New York, New York 10017

Main Office: 646 218 9864 | Fax: 212 595 1492

  • Our Team
  • Advisory Services
  • Market Reports
  • Insights
  • News
  • Seminars
  • Resources
  • Contact Us

© 2023 AKF Consulting Group. All Rights Reserved. Disclosures.