College Savings Plans Network New Website Design

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College Savings Plans NetworkNew Website Design
NAST Treasury Management Conference December
3-6, 2006 Sheraton New Orleans Hotel New Orleans,
Louisiana
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• How did we arrive?
• Review RFP Responses
• Conduct Vendor Selection Process
• Survey Site Users
• Interview Advisory Committee
• Build Version 1.0 In Progress

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• CSPN Website Enhancement Subcommittee
• Cindy Comer
• Andrea Feirstein
• Chris Hunter
• Melody Lamm
• Larry Lee
• Maureen O'Brien
• Chuck Penuel
• Leonard (Len) Weiser-Varon, Esquire

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• The Design Team
• CSPN Gold Bridge Partners

GBPI Stephanie Paul Mike Jon Dave
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Advisory CommitteeKey Findings

• The general public knows little about saving for
  college. A major objective of the new site design
  should be to educate potential investors.
• Potential investors carry many common
  misconceptions that will need to be addressed by
  the site.
• Lack of knowledge is a hindrance to college
  investment.
• The site design must seek to avoid or explain
  industry terms and acronyms.

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Home Page
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Privacy Policy
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Terms and Conditions
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Press Releases
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Press ReleaseArticle View
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Contact Us
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Executive Board
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History
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NAST
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Single Plan ViewMaximized
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Plan Comparison Filter 1Comprehensive Compare by
Criteria- Prototype Only -
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Plan Comparison Filter 2 Basic Compare by
Criteria - Prototype Only -
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Plan Comparison Filter 3Compare by State or
Specific Plan- Prototype Only -
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Plan Comparison Grid
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• Virtual Office State Data Entry

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CSPN Filterable Plan Criteria (data elements
collected from states)
Investment Option types Minimum Initial
Contributions Minimum Subsequent
Contributions Maximum Total Contributions Share
Class Approximate cost of Invest. (10,000) Plan
availability based on residency

• Investment Manager
• Contract ending date
• Plan Type (Direct, Advisor, Prepaid)
• Fees
• Annual Asset Based Fees
• Annual Maintenance Fee
• State
• Online Access
• Benefits
• Tax Deductions on Contributions
• Tax Credits on Contributions
• Tax Exemption on Earnings
• Matching Grants
• Financial Aid Benefits
• Other

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Virtual Office State Data Entry Login Screen
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Virtual Office State Data EntryVirtual Office
Desktop
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Virtual Office State Data Entry Manage Plans
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Virtual Office State Data Entry General Tab
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Virtual Office State Data Entry Contact
Information Tab
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Virtual Office State Data Entry Benefits Tab
Part 1
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Virtual Office State Data Entry Benefits Tab
Part 2
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Virtual Office State Data Entry Logo Tab
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Virtual Office State Data Entry Investment
Options Tab
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Virtual Office State Data Entry Investment
Options Part 1
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Virtual Office State Data Entry Investment
OptionDirect Fee Structure - Age Based - No Age
Bands
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Virtual Office State Data Entry Investment
OptionDirect Fee Structure - Age Based - With
Age Bands
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Virtual Office State Data Entry Investment
OptionCost of Investment - Direct Fee Structure,
Age Based
Age Based Options Age of Child Years to
Enrollment
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Virtual Office State Data Entry Investment
Option Fee Structure A, Equity
Cost of Investment Fee entries for B C Shares
will reflect the layout of the disclosure
principals
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Virtual Office State Data Entry Prepaid Plan
Comments
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(No Transcript)
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• About GBPI
• Founded in 1998, Gold Bridge Partners, Inc. has
  steadily grown from a team of two developers into
  the professional team we are today. Our staff is
  courteous and efficient, and able to do the
  impossible.
• Our clients do our marketing for us. We have a
  long history of success stories, often succeeding
  where others have fallen short.
• Some of our accomplishments are outlined in this
  portfolio. Please take a look and if you have any
  questions, feel free to contact us.

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• About The Team
• GBPI has a dynamic staff ready to conquer any
  task. Our strength lies not in the qualities of
  any one individual, but rather in the knowledge
  and experience of the team as a whole.
• Where one of us is weak, another is strong. Our
  diversity only enables us to accomplish the
  impossible. To learn more about our management
  team, please visit www.gbpi.net.
• Or contact our Chief Marketing Officer -
• Email scichowski_at_gbpi.net
• Phone [phone]

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• Our Clients
• Finance Authority of Maine
• Rhode Island Higher Education Assistance
  Authority
• Alaska Commission on Postsecondary Education
• Vermont Student Assistance Corporation
• New Hampshire Postsecondary Education Commission
• Maine State Treasury Department
• TD Banknorth
• National Association of State Student Grant and
  Aid Programs

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• Our Projects
• NextGen DA Online
• Treasury Automated Management Information System
• State of Maine Grant Programs
• Rhode Island Scholarship and Grant System
• Alaska GrantNet
• New Hampshire Incentive Program Online
• Commercial Loan Underwriting Environment
• NASSGAP Website Re-Design
• The Gold Bridge Virtual Office
• . . . and much more