We are pleased to announce that registration for NAST’s 2019 Legislative Conference is now open and that the Washington Post’s Michelle Singletary will be serving as the Keynote Speaker! The conference will be held at the historic Mayflower Hotel in Washington, D.C. The conference will begin on Sunday, February 10th and run through February 12th. For the first time ever, NAST will be offering early bird registration rates which will be available until January 7th. Additionally, NAST will be offering a Live Stream of the three sessions on Monday morning.
Personal Finance Columnist, Washington Post
Education: University of Maryland; Johns Hopkins University
Michelle Singletary writes the nationally syndicated personal finance column The Color of Money, which appears in The Washington Post on Wednesdays and Sundays. Her award-winning column is syndicated by The Washington Post Writers Group and is carried in dozens of newspapers nationwide. She has written three personal finance books, including her latest, “The 21-Day Financial Fast: Your Path to Financial Peace and Freedom.” Singletary was the financial expert for “The Revolution,” a daytime program on ABC. For two years, she was host of her own national television program, “Singletary Says,” on TV One. She is a frequent contributor to various NPR programs and has appeared on national talk shows and television networks, including “Oprah,” NBC’s “Today,” “The Early Show on CBS” and CNN.
In her spare time, Singletary is the director of a ministry she founded at her church, in which women and men volunteer to mentor others who are having financial challenges. As part of this ministry, she and her husband also volunteer to teach financial literacy to prison inmates. She is a graduate of the University of Maryland at College Park. She has received the Distinguished Alumni Award from Johns Hopkins University, where she earned a master’s degree in business and management.
For more information, including the conference agenda, information about the hotel, and to register for the onsite or online event, click here.
The State, as a top-tier pension administrator, intends to secure a contract for investment master custody and related services including but not limited to: –
· Client relationship services, account set-up, maintenance and administration
· Global master custody and safekeeping services
· Trade processing, income and tax reclaim collection and settlement
· Securities litigation services
· Portfolio accounting and reporting service
· Third-party securities lending support services
· Corporate actions and proxy voting services
· Cash investment and foreign exchange services
· Daily valuation and unitization of portfolios
· Technology Consulting
The State is also requesting information management and decision-support tools, including consultation and training on such tools, providing performance measurement, portfolio analytics, compliance and risk reporting for the State’s investment assets.
Responses due by February 4th at 2:00 PM
The State of Tennessee has issued a solicitation requesting proposals to provide service to the state. Your organization may be interested in responding. Please note the following solicitation highlights.
ID #: RFP# 30901-40819
Scope of Service: The State of Tennessee (the “State”) is seeking a vendor to provide a holdings-based investment risk analytics system for fixed income products. The State’s fixed income portfolio contains securities that are complex in terms of the timing of cash flows, measuring duration drift and the correlation among asset classes. The State seeks a fixed income portfolio management system that will model and assess risk in detail with respect to both the aggregate portfolio and individual securities, allowing staff to automate performance attribution analysis on curve positioning, credit selection, sector allocation and duration impact.
Procuring State Agency: Treasury Department
Written “Questions and Comments” Deadline: December 10, 2018 Potential Respondents must ensure that the State receives all written questions and comments, including questions and requests for clarification, no later than the Written Questions & Comments Deadline. Note that any requested changes to the pro forma contract must be submitted in the form of a question during the Written Questions and Comments period.
Proposal Deadline: December 19, 2018
Contact Information: Dawn Rochelle
502 Deaderick Street Andrew Jackson Building, 13th floor
Nashville, TN 37243
Telephone: (615) 253-8770
The entire solicitation document and other current state solicitations and notices relating to professional service procurements are published on the Internet at: https://www.tn.gov/generalservices/procurement/central-procurement-office–cpo-/supplier-information-/request-for-proposals–rfp–opportunities.html
To download the subject document detailing all relevant specifications and directions, please visit this web page and locate the Solicitation Identification Number referenced above. The solicitation document is also available by communicating with the above-referenced contact person.
NOTICE: A number of unrelated solicitations and notices are also posted at the web site identified above. Please exercise care in selecting and downloading the correct solicitation document of interest to you.
We appreciate your interest in doing business with the state of Tennessee and hope that you will consider responding to this and other professional service requests for proposals.
Thank you for considering a sponsorship at a NAST conference in 2019. Whether you are a long- time supporter or new to NAST, sponsoring our conferences is a great way to reach State Treasurers, their senior staff, and other related state agencies in one place. In 2019, we offer four ways to interact with our members. Select one or all four to reach these key financial decision makers in each state.
For the first time, we are offering all sponsorship opportunities through our new database system and they can all be purchased online. We’ve also made some updates to our offerings – we hope you will enjoy and take advantage of the new options. The levels and activities can be combined and negotiated for each event, or all of them. Once the one-time items are contracted for, they are gone!
For any level of sponsorship, benefits include:
Through this Request for Proposals (“RFP”), the Office of the State Comptroller (“OSC”) of the State of New York (the “State”) seeks to obtain competitive proposals from qualified vendors (“Proposers”) to provide services for New York’s Achieving a Better Life Experience Program (“NY ABLE Program” or the “Program”).
Kansas City, Mo – Missouri State Treasurer Eric Schmitt announced the launch of the MO ABLE to Work initiative today while at a roundtable to celebrate Disability Employment Month at Easterseals Midwest. Using the MO ABLE savings platform, this initiative empowers individuals with disabilities by allowing them to save more of their earned wages.
“For too long, people with disabilities were prevented from working and saving due to complex governmental rules and regulations,” said Schmitt. “During Disability Employment Awareness Month, I am happy to launch the MO ABLE to Work provision in Missouri to allow people with disabilities to work, save, and to enjoy the dignity associated with working.”
With the MO ABLE to Work initiative, employed individuals with disabilities who have MO ABLE accounts can contribute up to $12,060 per year beyond the current limitations ($15,000 for 2018) if the difference is from personally-earned wages. This can allow an individual to save up to $27,060 per year in a MO ABLE account without harming their eligibility for means-tested benefit programs. Also, the initiative allows MO ABLE account holders to claim the Saver’s Credit (a nonrefundable federal tax credit for eligible taxpayers for qualified retirement savings contributions) for contributions made to the account from earned wages. Missouri can offer this initiative due to provisions included in the recent federal tax reform package passed in late 2018.
Last year, Treasurer Schmitt launched the MO ABLE disability savings program, which stands for Missourians Achieving a Better Life Experience. The MO ABLE program allows individuals with disabilities to save for long-term needs without harming their eligibility for means-tested benefit programs. Since then, many Missourians have opened these accounts to save. An individual can open an account at www.moable.com.
QUINCY — Illinois Treasurer Michael Frerichs said about $12 million will be sent in the next few weeks, returning unclaimed funds to Illinois residents.
“In Adams County, we’re sending $38,880 to about 189 rightful property owners,” Frerichs said.
The new “Money Match” program will allow these claims to be paid without the owners filling out papers or filing a claim. Frerichs said much of that has been streamlined for anyone who sends in Illinois income taxes.
“We went out and pushed for this new law. It went into effect in January and allowed us in this tax cycle to work with the Department of Revenue to match people’s Social Security numbers and addresses and send checks out,” Frerichs said in a news conference Tuesday at City Hall.?Illinois has more than $2 billion in unclaimed property that is managed by the treasurer’s office. Frerichs said unclaimed property can come from many sources. Life insurance policies account for more than $500 million in unclaimed funds. Safe deposit boxes that have lapsed often hold cash, valuable coins, jewelry or stocks. Utility companies that require a safety deposit when people move into a house or apartment may not have a forwarding address to send the money once someone moves. Rebate checks often are discarded when they’re mistaken for junk mail.
“In Adams County alone there’s more than $7.5 million in unclaimed property,” Frerichs said.
Although the new program is automatic, it has limits. It can be used when there is $2,000 or less in cash, and there’s only one owner. For larger amounts or in cases where more than one owner is named, the property must be claimed through the treasurer’s database at icash.illinoistreasurer.gov.
Last year the treasurer’s office returned a record $180 million in unclaimed property. Frerichs expects a record will be set this fiscal year.
“We want to return this money and have an impact on the local economy,” Frerichs said.
Other types of property also are handled by the treasurer’s office. Frerichs said in the four years he has been state treasurer, six Purple Heart medals have been returned to veterans or their families.
South Carolina State Treasurer Curtis Loftis and CSPN Chairman Jim DiUlio joined Education Talk Radio with Larry Jacobs this morning morning (9/12) discuss 529 plans. The discussion covers each of their initiatives in South Carolina and Wisconsin, respectively and share some success stories from constituents now taking advantage of their plans. Join more than 75,000 listeners per month and tune in!