Montana eMacs #EDU-RFP-2026-04

Consulting Services for Achieve Montana 529 Plan Management

This opportunity seeks a consultant to support the Montana Family Education Savings Program (Achieve Montana) in managing its 529 college savings plan. - Government Buyer: - Montana Family Education Savings Program (MFESP), Achieve Montana, operated by the State of Montana Board of Regents - Services Requested: - 529 Plan Consultant Services - Advisory services for management and oversight of the Achieve Montana 529 account program - Investment advisory and program management support - Assistance with fiduciary duties as trustee of participant funds - Guidance on investment products and program management - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation - Unique/Notable Requirements: - Consultant must have experience with 529 plan management - Advisory role includes oversight of outside Program Manager and investment managers - Focus on supporting the Board in its fiduciary responsibilities - No products or hardware are being procured; this is a professional services opportunity

Description

The Montana Family Education Savings Program (MFESP), Achieve Montana, is seeking an experienced 529 consultant to provide services related to the management and oversight of the Achieve Montana 529 account program. The program is operated by the Board of Regents through an outside Program Manager and aims to encourage accessible and affordable postsecondary education for Montana citizens. The consultant will assist the Board in fulfilling its fiduciary duties as trustee of the trust holding participant funds, including advising on investment products and program management. The solicitation is open for responses until May 19, 2026.

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