Public Plans

Experienced program management and services for 529 plans and local government investment pools

Public Plans 2018-08-22T12:00:07+00:00

For state treasurers, comptrollers and their higher education boards, finding the right partner for administration and participant servicing of their 529 college savings plans is critical to their success.

In particular, states have numerous responsibilities to participants in their state-sponsored 529 qualified tuition plans, many of which are challenging and can be overwhelming. As the college savings market matures and becomes more competitive, plans are looking to program managers and their sub-contractors to help them run their plans efficiently and fulfill their many responsibilities to participants. As a well-known program manager in the college savings industry, Gemini can fulfill this role. Whether it is in collaboration with our sister companies in the NorthStar family, or working with outside program managers as a sub-contractor, our experience and sophisticated infrastructure allows us to monitor operational processes, enhance participants’ online account access, uncover new participant growth opportunities, and assist with investment decisions. As an experienced program manager and service provider to 529 plans, Gemini provides exceptional attention to detail and quality communication to deliver a multitude of critical program management services in one complete, seamless offering.

Additionally, Gemini provides technology for local government investment pools (LGIPs) to segment funds across municipalities, undertake participant recordkeeping, and provide both the program and participants online access and reporting. We can also support the transparency, flexibility, customization, and reporting needs of state and government sponsored pension plans through our Dedicated Managed Account solution.

Learn more about our services for state-sponsored 529 plans.

Learn more about Gemini’s services for public plans:

State-sponsored 529 plans

Gemini also delivers a managed account platform solution for pensions, endowments, and foundations that provides customization, transparency, detailed investment reporting, greater oversight and risk controls, data aggregation, and more. Learn more:

Dedicated Managed Account

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