he long-awaited RFP for the new Washington State 529 plan is out. The Washington State Higher Education Coordinating Board
and the Washington State Investment Board
are issuing the RFP jointly.
The state is seeking three types of services: investment management, account administration and participant services, and marketing services. Washington will consider proposals from firms for individual services as well as from firms seeking to provide all services.
The RFP document will be available starting March 15. Questions can be directed to either Betty Lochner
, RFP Coordinator for HECB (fax: 360-753-7807), or Sandra Joudrey
, RFP Coordinator for WSIB (fax: 360-664-8912).
Bye and Bye 529; February 5, 2002.
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