529 Industry Consulting Services (RFP)
ScholarShare Investment Board
ScholarShare Investment Board is seeking 529 industry consulting expertise for ongoing plan analysis and marketing strategy.
Reference No.
RFP-2025-3128
Category
Services/Consulting
Due Date
March 11th, 2026
Description
To provide sib with ongoing expertise on the 529 industry, including trends, marketing and distribution strategies, 529 plan comparison analyses, assistance with writing request for proposals, and analysis of scholarshare 529, calkids, and program manager's marketing plans and performance.
This solicitation has some or all State funding, additional requirements may apply. Written Question Submittal Deadline February 20, 2026, 12:00 p.m. PT. Answers to Written Questions Distributed February 26, 2026.
Key Requirements
RFP Submission Requirements for ScholarShare 529 Consulting
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