SECURE Act insights

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.

Need help finding something?

Search