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 * Who We Serve
   * Savers & Employees
   * Employers
   * Financial Advisors
   * Third-Party Administrators
   * State governments
   * Banks, Credit Unions, & Financial Institutions
   * Institutional Partners
 * Solutions
   * Retirement
   * Health
   * Education
   * Living with a Disability
   * Professional Development & Training
 * About Us
   * Our Story
   * Our Heritage
   * Our Values
   * Our Leadership
   * Careers
 * Resources
   * Savings Trends
   * News
   * Contact Us
   * SECURE Act
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EDUCATION

We know that saving for education is important. And we also know that making a
realistic savings plan can be challenging. We make saving for education easier
through accessible and affordable 529 college savings plans and Coverdell
education savings accounts.




HELP GIVE A CHILD A BRIGHTER FUTURE

We service a complete suite of products to help families save for one of life's
proudest moments: earning an education.


529 PLANS

A 529 is an investment account designed specifically for saving for college.
There are many 529 plans sponsored by states across the country. While they
share many of the same features—such as tax savings—each plan is unique and
comes with its own benefits.

Explore 529 plan solutions


COVERDELL SOLUTIONS

Coverdell education savings accounts are a great way for financial institutions
to round out their retirement savings business. Although these accounts are
primarily to help families save for education, their operation is similar in
function to IRAs and HSAs. They offer an opportunity to differentiate your
business and offer families a holistic savings solution.

Explore Coverdell solutions
Saving for college Is doable. All you need is a plan.
Learn how to save



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SAVINGS TRENDS

View trends in 529 plans


EDUCATION & TRAINING

View opportunities


INDUSTRY & REGULATORY NEWS

Read the latest news


THOUGHT LEADERSHIP

Read what we think


WE'RE HERE TO HELP.

Contact us

WHO WE SERVE

 * Savers & Employees
 * Employers
 * Financial Advisors
 * Third-Party Administrators
 * State Governments
 * Banks, Credit Unions, & Financial Institutions
 * Institutional Partners

SOLUTIONS

 * Retirement
 * Health
 * Education
 * Living with a Disability
 * Professional Development & Training

ABOUT US

 * Our Story
 * Our Heritage
 * Our Values
 * Our Leadership
 * Careers

RESOURCES

 * Savings Trends
 * News
 * Contact Us
 * SECURE Act
 * Transparency in Coverage



 * 


PEOPLE MATTER. QUALITY FIRST. INTEGRITY ALWAYS.®

   
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 * Terms and Conditions
 * Web Accessibility Notice
 * Privacy Management
 * Security
 * Sitemap

By using our website, interacting with us on social media, or communicating with
us via email or other electronic messages (“Digital Presence”), you consent to
the collection, use, and storage of your personal and non personal information
as described by our Terms & Conditions of Use, which includes our Privacy &
Security Statement. We may amend this policy from time to time; if we do, we
will post those changes on this page within a reasonable time after the change
so that you are aware of what information we collect and how we intend to use
it.

Depending on your interaction with Ascensus, other privacy policies may apply in
addition to this Policy.

Before investing in any 529 plan, please consider whether your or the
beneficiary’s home state offers any state tax or other state benefits such as
financial aid, scholarship funds, and protection from creditors that are only
available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose
value may vary based on market conditions. Investment returns are not
guaranteed, and you could lose money by investing in a 529 plan. Account owners
assume all investment risks as well as responsibility for any federal and state
tax consequences.

The availability of tax advantages or other benefits may be contingent on
meeting other requirements. Please consult your financial, tax, or other
advisors to learn more about how state-based benefits and limitations would
apply to your specific circumstance. You may also contact your home state’s 529
plan(s), or any other 529 plan, to learn more about those plans’ features,
benefits and limitations.

Ugift® is a registered service mark. Upromise® is a registered service mark.

Ascensus® and the Ascensus logo are trademarks of Ascensus, LLC. "People Matter.
Quality First. Integrity Always.®" is a registered trademark used under license
by Ascensus, LLC.

All Rights Reserved © 2022 Ascensus, LLC.




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