Program Management Services Wisconsin College Savings Program

Agency: State Government of Wisconsin
State: Wisconsin
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
  • 541618 - Other Management Consulting Services
Posted Date: Jan 8, 2026
Due Date: Mar 6, 2026
Solicitation No: FN261128
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Description

Solicitation Reference #: FN261128
Title: Program Management Services Wisconsin College Savings Program
Available Date: 1/8/2026
Due Date: 3/6/2026 1:00:00 PM
Bid Synopsis: The State of Wisconsin, as represented by the Department of Administration Consolidated Purchasing Services is issuing this Request for Proposal on behalf of the Wisconsin Department of Financial Institutions (DFI) to solicit Proposals from firms interested in providing program management services to the Wisconsin College Savings Program (Program). The Program currently consists of two 529 College Savings Plans (Plans); the Edvest 529 College Savings Plan (Edvest) offered directly to the public and the Tomorrow’s Scholar College Savings Plan (Tomorrow’s Scholar) offered through financial professionals. Assets of the Program are held in the Wisconsin College Savings Program Trust (Trust).

The Contract resulting from this RFP will be administered by DFI, with Trust oversight provided by the Wisconsin College Savings Program Board (Board). This RFP document and the Awarded Proposer’s (Contractor) Proposal shall be incorporated into the Contract.
Agency Contact: Mike Butterworth,

Phone: 608-261-7007
eSupplier: https://esupplier.wi.gov
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