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529 PROGRAM MAAGER SERVICES
The Board is requesting proposals
from qualified financial service companies interested in providing a combination of services,
including plan administration, customer service and recordkeeping, investment management,
marketing and promotion, and, if necessary, transition management (collectively, the Services)
for the 529 Fund (the Fund), a qualified tuition program under
Section 529 of the Internal Revenue Code of 1986, as amended (Section 529 and the Code,
respectively). The qualified financial services company responding to this Request for Proposals
(the RFP) and ultimately selected by the Board as the most qualified proposer will serve as the
Program Manager for the Fund.
