December 12, 2016
The Board (Board) of VA529 is seeking proposals from investment consulting firms (“Consultant” or “Firm”) to provide investment consulting services. VA529 administers five programs under Section 529 and 529A of the Internal Revenue Code (“IRC §529”): Virginia529 prePAID (prePAID), Virginia529 inVEST (inVEST), CollegeAmerica®, CollegeWealth and Achieving a Better Life Experience (ABLE). Program descriptions are available at www.Virginia529.com (prePAID, inVEST, CollegeWealth and ABLEnow) and www.AmericanFunds.com (CollegeAmerica).
VA529’s Investment Advisory Committee (IAC) will review the proposals submitted and select the Consultant to be recommended for this service. After a review of the submissions, the Committee may either select a single finalist or conduct interviews with one or more Firm(s). Staff will then negotiate a contract with the selected Consultant to provide the services outlined in this RFP.
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