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description=Everyone deserves to feel financially secure. We help more people save through partnerships with leading financial institutions and state governments.;

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ascensus we help more people save through partnerships with leading financial institutions and state governments jump to content who we serve savers employees employers financial advisors third party administrators state governments banks credit unions financial institutions institutional partners solutions retirement education 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 log in log in 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 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 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 ascensus llc need help finding something search