June 21, 2016
The Office of the Illinois State Treasurer (“Treasurer’s Office”) is issuing this Request for Information (“RFI”) regarding the structure and management of the two Illinois Advisor-sold 529 College Savings Plans (“Plans”): Bright Start Advisor and Bright Directions College Savings Plans. Responses will assist the Treasurer’s Office in the structuring and/or restructuring; and the branding and/or rebranding of the Plans.
Service providers (“Respondents”) must submit their responses to this RFI (“Responses”) by 2:00 p.m. CT on July 8, 2016. The Treasurer intends to work with the Chief Procurement Officer (“CPO”) to utilize the information collected through this RFI to develop the procurement process for one or all of the Treasurer’s Office College Savings Plans, as well as the office’s direct-sold Bright Start Direct College Savings Plan (“Bright Start Direct”).