FINANCIAL_SERVICESONGOING

TIAA/TFI Manages Edvest 529 Plan Services

The College Savings Program Board agenda notes ongoing program manager services provided by TIAA/TFI for the Edvest 529 Plan, including quarterly updates and marketing highlights. This reflects a continuing external financial services and plan management arrangement.

Status
ONGOING
Document date
March 19, 2025
Contract type
FINANCIAL_SERVICES
Vendor
TIAA/TFI
Agency
College Savings Program Board · WI

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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
Document type
Agenda
Source document
college_savings_program_board_meeting_agenda_march.pdf

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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 March 19, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in college_savings_program_board_meeting_agenda_march.pdf (Agenda), dated March 19, 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?

Explore College Savings Program Board's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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