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QUALIFIED TUITION SAVINGS PROGRAM SERVICES
The Treasurer requests sealed proposals from qualified
financial services companies to serve as program (529 Plmanager
for College Savings Program (Program). The Treasurer seeks
Proposals from firms or groups of firms interested in providing program
management services for a 529 college savings plan offered directly
to the public.
The primary focus of the RFP is the Direct Plan, but the Treasurer is also
soliciting Proposals from firms or groups of firms interested in providing program
management services directly to the public and through financial professionals.
