When is the submission deadline?

Submissions are due July 17, 2026. Questions must be submitted by July 3, 2026.

It was issued by My529. The work is located in Utah, United States.

Who is a good fit for this opportunity?

Registered investment advisor firm with experience advising government agencies. Demonstrated expertise in college savings plans and related investment vehicles. Ability to provide strategic consulting, staff training, and communications review. Experience presenting to boards and collaborating with multiple stakeholders. Familiarity with Utah’s financial, education, and community landscape.

Registered Investment Advisor Consultant Service (Due July 17, 2026)

Overview

Financial, Legal, HR & Staffing

Utah, United StatesPosted: June 20th, 2026Deadline: July 17th, 2026

Fit Score

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SUMMARY

Utah seeks a registered investment advisor consultant to support its agency college savings plans, advise on communications and strategy, and participate in stakeholder engagement activities.

KEY REQUIREMENTS

Must be a qualified Registered Investment Advisor
Minimum of five years experience providing 529 college savings plan consulting services
Must maintain comprehensive general liability insurance of at least $1 million per occurrence and aggregate
Must maintain professional liability (errors and omissions) insurance of at least $1 million per occurrence and aggregate
Must be registered with MSRB and/or SEC
Must hold Series 50 and 54 licenses if applicable
Must not have outstanding tax liens issued by the Utah State Tax Commission

CONTRACT DURATION

60 months

TIMELINE

RFP available: June 19th, 2026

Written question deadline: July 3rd, 2026

Answers to questions distributed: July 10th, 2026

Proposal submission deadline: July 17th, 2026

Evaluation of proposals: July 21st–23rd, 2026

Oral interviews: July 28th–31st, 2026

Contract award: August 7th, 2026

QUESTION DEADLINE

July 3rd, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

My529

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority in Utah is seeking a registered investment advisor consultant to provide a comprehensive range of consulting services related to agency college savings plans and additional professional services as required. The selected consultant will review and advise on communications, including marketing materials, campaigns, newsletters, and disclosure documents.

Responsibilities include offering strategic advice, counsel, and recommendations on agency plan matters; delivering presentations to the governing board as needed; and conducting training sessions for agency staff. The consultant will advise on both strategic and investment opportunities, participate in quarterly investment advisory committee meetings, and engage in relevant Utah-based or national industry events to enhance agency visibility and partnership development.

Additional duties include monitoring opportunities for stakeholder engagement, facilitating connections among Utah partners and stakeholders, collaborating with or reviewing work from agency staff and third-party vendors, and providing other professional consulting services as may be requested.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 17, 2026. Questions must be submitted by July 3, 2026.
Who issued this RFP?: It was issued by My529. The work is located in Utah, United States.
Who is a good fit for this opportunity?: Registered investment advisor firm with experience advising government agencies
Demonstrated expertise in college savings plans and related investment vehicles
Ability to provide strategic consulting, staff training, and communications review
Experience presenting to boards and collaborating with multiple stakeholders
Familiarity with Utah’s financial, education, and community landscape

Analysis generated by Settle AI from the source RFP.

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