The Ohio Tuition Trust Authority (OTTA) has issued the following two Requests for Proposal to provide consulting services for CollegeAdvantage, Ohio's 529 College Savings Program.

  1. Nationally recognized investment consultant to partner with OTTA to provide investment philosophy, strategic direction and oversight of program investments, managers, investment options (including searches and gap analysis), and quarterly performance reporting related to the Direct, Advisor and Guaranteed Plans.
  2. Nationally recognized actuarial consultant to provide actuarial services for CollegeAdvantage, Ohio’s 529 College Savings Program.

Intent to bid on each respective Request for Proposal must be received by OTTA no later than November 17, 2026, utilizing the contact information below.

Contact Information:

Amy Manett, CFO/Interim CIO
amanett@collegeadvantage.com


Get In Touch With Us

Contact CollegeAdvantage By Phone, Mail Or Online Form

Thinking about saving for college? Great idea. From parents opening an account to grandparents who’d like to help with college savings, Ohio’s 529 Plan from CollegeAdvantage is the best way to start planning for tomorrow – and start earning benefits today. We’re here to answer any questions you may have while you’re thinking through next steps or your first step. Our Customer Service representatives are also available to assist current account holders at the number below.

 

Call Customer Service

Phone: 1-800-AFFORD-IT (233-6734)

Available Monday - Friday
8:30 a.m. - 6:00 p.m. ET

 

Where to send Direct Plan applications, contributions and correspondence

CollegeAdvantage Direct 529 Savings Plan
P.O. Box 219305
Kansas City, MO 64121-9305

Overnight Mail
CollegeAdvantage Direct 529 Savings Plan
1001 E 101st Terrace, Suite 200
Kansas City, MO  64131

Where to send Guaranteed Plan forms and correspondence

CollegeAdvantage Guaranteed 529 Savings Plan
P.O. Box 219305
Kansas City, MO 64121-9305

Overnight Mail
CollegeAdvantage Guaranteed 529 Savings Plan
1001 E 101st Terrace, Suite 200
Kansas City, MO  64131

Ohio Tuition Trust Authority CollegeAdvantage offices:

The Ohio Tuition Trust Authority
25 S. Front St., 1st Floor
Columbus, Ohio 43215-4176

Open Monday - Friday
8:30 a.m. - 5:00 p.m.

Request a Personal Consultation

If you feel your situation requires a personal consultation with an OTTA representative, you may schedule an appointment by calling 1-800-233-6734. You will need to provide the topic(s) you wish to discuss. We have 30-minute appointments available on Monday through Friday from 9 to 11 a.m. and from 2 to 4 p.m.

Due to security procedures for the building, you must call ahead for an appointment. If you visit without an appointment, we may not be able to meet with you. Please do not hand-deliver contribution checks, account management forms or correspondence to our Columbus office. Account contributions and forms must be mailed to the P.O. Box address provided above. Checks and forms delivered or mailed to the Columbus office address will be re-mailed to the P.O. Box address and will delay processing of your transaction.

View our Customer Service Standards.

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