The Office of the Illinois State Treasurer (“Treasurer”) is issuing this Request for Proposals (“RFP”) for a Microsoft SharePoint 2013 Developer. The successful Respondent (“Contractor”) shall assist the Treasurer with SharePoint application development and provide support. Respondents must submit their Proposals by 12:00 p.m. CT on August 19, 2016. The Contractor shall enter into a contract with the Treasurer (“Agreement”) for an initial term of one (1) year. Upon expiration of this term, the Treasurer may elect to extend the Agreement for a period of time agreed upon by the parties, not to exceed a total of ten (10) years.
The Illinois Secure Choice Savings Board (“Board”) authorized the Illinois State Treasurer’s Office (“Treasurer”) to issue this Request for Proposals (“RFP”) for a Market Analysis Report (“Report”) on behalf of the Board.
The successful Respondent (“Contractor”) shall provide the Board and Treasurer with a final report, analyzing the financial feasibility of Secure Choice, including, but not limited to, determining when the Illinois Secure Choice Savings Program (“Secure Choice”) will be self sustaining, as well as recommendations for how to optimize Secure Choice participation and performance. Respondents must submit their Proposals by 2:00 p.m. CT on September 6, 2016. The Contractor shall enter into a contract with the Treasurer (“Agreement”) for an initial term of six (months). Upon expiration of this term, the Treasurer may elect to extend the Agreement for a period of time agreed upon by the parties, not to exceed a total of two (2) years.
Columbia — Today, South Carolina Treasurer Curtis Loftis signed letters returning $988,740.35 in unclaimed property to South Carolinians.
The money was found by the Unclaimed Property Program at the South Carolina Treasurer’s Office.
“I want every South Carolinian to be aware of our unclaimed property program and our commitment to connecting citizens to the property they rightfully own,” said Treasurer Loftis. “It takes just minutes to find out if you or your business has money waiting to be claimed.”
The State Treasurer’s Office serves as custodian of more than $500 million in unclaimed property and holds it in safekeeping for the citizens of South Carolina. Examples of unclaimed property include dormant bank accounts, uncashed checks (including paychecks), unclaimed insurance proceeds, forgotten utility deposits, uncashed dividend checks, abandoned and matured U.S. Savings Bonds, as well as unexchanged shares of stock.
We encourage you to click here to see if the State Treasurer’s Office is holding unclaimed property for you or members of your family.
The College Savings Plans of Maryland is an independent State Agency responsible for administering two IRC Section 529 College Savings Plans – the Maryland Prepaid College Trust and the Maryland College Investment Plan. The Maryland Prepaid College Trust (MPCT) is a “defined benefit” type plan and the Maryland College Investment Plan (MCIP) is a “defined contribution” type plan, both of which are designed to provide ways for families to save for future college expenses and reduce reliance on future student loan debt. In addition, the agency will be taking on the role of administering the State’s 529A program through the ABLE Act designed for Americans living with disabilities. The agency is overseen by an 11 member Board of Directors and the Executive Director, to whom the Chief Investment Officer reports. This position is responsible for investment oversight and management of plan portfolios to ensure the Board of Directors’ investment decisions and investment policies are put into effect, which will ultimately assure the financial integrity of the plans in meeting fiduciary obligations.
The Illinois State Board of Investment (“ISBI”) hereby issues a request for competitive proposals (”RFP”) from qualified custodial banks (“Respondents”) that provide comprehensive domestic and international custodial and fund accounting services (acting in the capacity of a plan fiduciary), including, but not be limited to, the following services: securities safekeeping, settlement, valuation; performance measurement; foreign exchange; collection of income and providing a management/accounting and information retrieval system, among others. The fund accounting services should include daily NAV valuation (including both share and unitization methods), daily transmission of NAV valuations to the current recordkeeper, ability to accept daily trade ticket data from the recordkeeper, and dedicated resources to communicate to the recordkeeper on an on-going basis on behalf of the State of Illinois Deferred Compensation Plan’s (the “Plan”) separate accounts.
All forms needed for submitting a response to this RFP are available on ISBI’s website at http://www.illinois.gov/isbi/Pages?RFP.aspx. Respondents to this RFP are responsible for monitoring ISBI’s website for information pertaining to the RFP, while the RFP is outstanding.
The Illinois State Board of Investment (“ISBI”) hereby issues a request for competitive proposals (“RFP”) from qualified custodial banks that provide comprehensive domestic and international master trust/custodial services (acting in the capacity of a plan fiduciary), including, but not be limited to, the following services: securities safekeeping, settlement, valuation and lending; performance measurement; foreign exchange; collection of income and providing a management/accounting and information retrieval system, among others for ISBI’s Defined Benefit Plan. A firm submitting a proposal is referred to as “Respondent” or “Custodian.”
All forms needed for submitting a response to this RFP are available on the ISBI’s website at: http://www.isbi.illinois.gov/RFP.htm. Respondents to this RFP are responsible for monitoring the ISBI’s website for information pertaining to the RFP, while the RFP is outstanding.
ISBI is a non-appropriated state agency that is responsible for managing and investing the pension assets of the Illinois General Assembly Retirement System, the Judges’ Retirement System of Illinois and the State Employees’ Retirement System of Illinois. ISBI’s net assets totaled $15.4 billion as of March 31, 2016. More information regarding ISBI can be found by reviewing its enabling statute at 40 ILCS 5/22A and its website at: http://www.isbi.illinois.gov. Please review the attached excel spreadsheet labeled as “ISBI Asset Allocation” for additional information regarding ISBI’s investment program.
It was 20 years ago that Congress legislated “529” plans, tax-advantaged programs to encourage families to save for college. By most measures, the plans have been a blockbuster success, exploding to $250 billion in assets in more than 12 million accounts and helping parents mitigate the rise in tuition costs and fight the student-debt tsunami.
But even blockbusters can be improved. As 529 plans graduate to adulthood, experts say they would like to see several changes to make them even better.
These state-sponsored plans—named for a section of the tax code, and which typically invest in mutual funds—allow college savings to grow tax-free. There is no income limit on who can contribute, and the account can be reassigned to direct relatives of the original beneficiary—a child’s cousins or siblings, for instance—if there is money left over or if the beneficiary doesn’t go to college.
Parents or other adults set up an account as early as possible after a child is born, and contributions up to $14,000 (or $28,000 a couple) in after-tax money during the year are exempt from gift-taxes reporting.The money grows within the plan tax-free and, if it’s withdrawn for qualified higher-education expenses like tuition, room and board, or a computer, no tax is due. The plans often also come with state tax benefits for residents of specific states.
But the plans’ design can be clunky. Here is how financial advisers and college-savings experts say that aspects of the accounts and their use could be improved.
The Office of the Illinois State Treasurer (“Treasurer”) is issuing this Request for Proposals (“RFP”) for a Human Resources Information System (“HRIS”). The Illinois State Treasurer’s office (“ISTO” or “Treasurer”) Human Resources Division (“HR Division”) is responsible for key areas such as timekeeping, benefits management and employee information management. The HR Division has presence in both Chicago as well as Springfield Offices. Currently, the HR Division along with ISTO employees uses multiple legacy disparate systems that record and track sensitive and confidential information. The current vision is to migrate the HR Division and ISTO employees to a single, robust enterprise HRIS solution.
This Request for Information (“RFI”) has been issued by the Savings Board of Directors (“Alabama Board”) of the Alabama Achieving a Better Life Experience Program (“Alabama ABLE”). The ABLE Act of 2014 established Section 529A of the Internal Revenue Code of 1986 as amended. The program is codified in Section 16-33C-24 Code of Alabama 1975 as amended. The Alabama Board solicits information from states interested in providing program provider services (“the Program Provider”).
This RFI is not an offer to contract but seeks the submission of information from states that may form the basis for negotiation of an agreement. The Alabama Board reserves the right to reject any or all information and to solicit additional information if that is determined to be in the best interest of the Alabama ABLE.
One of the country’s top performing college savings plans, which recently celebrated its 18th anniversary, is now called ScholarShare 529. Business..