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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
   * Education
   * Insurance
   * Living with a Disability
   * Professional Development & Training
 * About Us
   * Our Story
   * Our Heritage
   * Our Values
   * Our Leadership
   * Careers
 * Resources
   * Savings Trends
   * Secure 2.0
   * News and Education
   * Retirement Saving Resources
   * Advisor Toolkit
   * Retirement State Mandates
   * Contact Us
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EVERYONE DESERVES TO FEEL FINANCIALLY SECURE.

We help more people save through partnerships with leading financial
institutions and state governments.




SAVE FOR WHAT MATTERS WITH TAX-ADVANTAGED ACCOUNTS.


SAVE FOR WHAT MATTERS WITH TAX-ADVANTAGED ACCOUNTS.


RETIREMENT

Join your company's retirement plan today and start your journey to financial
freedom.


EDUCATION

Power up your education savings with tools from the leading service provider of
529 plans.


LIVING WITH A DISABILITY

Save for disability related expenses and maintain your public benefits with an
ABLE account.


ACHIEVE YOUR GOALS WITH POWERFUL TOOLS.




SEE THE BIG IMPACTS THAT SMALL ACTIONS CAN HAVE.

So you can save the right amount for your retirement.

Log in



BOOST EDUCATION SAVINGS WITH HELP FROM FRIENDS AND FAMILY.

You don’t have to go it alone. Others can easily make gifts directly to your
child's 529 account with Ugift®.

Learn more



SAVER TIPS & RESOURCES

See all


RETIREMENT

How 401(k) plans work


EDUCATION

Five basic 529 questions


RETIREMENT

How much should you save for retirement?


OUR PARTNERS TRUST OUR TECHNOLOGY AND EXPERTISE TO HELP EXPAND THEIR REACH AND
DELIVER MORE FOR SAVERS.

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






OUR 5,600+ ASSOCIATES ARE THE MOMENTUM BEHIND OUR MISSION.

They bring their smarts and hearts to making a difference in our clients' lives
every day. If you're passionate about starting or growing your career with
purpose, let's connect.

Join us



FOOTER


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
 * Education
 * Insurance
 * Living with a Disability
 * Professional Development & Training

ABOUT US

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

RESOURCES

 * Savings Trends
 * SECURE 2.0
 * News and Education
 * Retirement Saving Resources
 * Advisor Toolkit
 * Retirement State Mandates
 * Contact Us
 * Transparency in Coverage



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PEOPLE MATTER. QUALITY FIRST. INTEGRITY ALWAYS.®

 * 

 * Notice of Business Continuity Plans
 * Privacy Management
 * Security
 * Terms and Conditions
 * Web Accessibility Notice

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, LLC provides administrative and recordkeeping services. It is not a
broker-dealer or an investment advisor and does not provide tax, legal, or
accounting services. 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 © 2024 Ascensus, LLC.


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