FINANCIAL_SERVICESAPPROVED

College Savings Program Board Awards Financial Services Contract to TIAA/TFI (December 2025)

The College Savings Program Board approved TIAA/TFI’s recommended 2026 investment and allocation adjustments for the Edvest 529 plan, affirming the program manager’s proposed portfolio changes. The action maintains TIAA/TFI’s role overseeing Edvest’s investment strategy and implementation.

Status
APPROVED
Document date
December 10, 2025
Contract type
FINANCIAL_SERVICES
Vendor
TIAA/TFI
Agency
College Savings Program Board · WI

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal date
2026-12-31
Renewal
Board action in December 2025 approved TIAA/TFI’s proposed 2026 investment and allocation changes under the existing Edvest program management agreement.
Document type
Minutes
Source document
Wisconsin College Savings Program Board Meeting Minutes December 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by College Savings Program Board?

TIAA/TFI was awarded this financial services contract by College Savings Program Board, as recorded on December 10, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Wisconsin College Savings Program Board Meeting Minutes December 2025 (Minutes), dated December 10, 2025 from College Savings Program Board. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does TIAA/TFI hold?

TIAA/TFI may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is College Savings Program Board currently buying?

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