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Welcome Vanguard Individual(k), SEP IRA and SIMPLE IRA clients
If you have questions about the transition, visit Welcome2Ascensus or contact us:
Individual(k): 833-688-0086
SEP or SIMPLE IRA plan sponsors: 833-889-4554
SEP or SIMPLE IRA participants: 833-889-9878
Select your role
An individual enrolled in a company’s plan or holding a personal account.
Log in | Former Newport, CoPilot, & PAi Log in
| Plan Type | Contact | |
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401(k)s, 403(b)s, and other qualified plans Retirement savings accounts that offer tax advantages for long-term financial growth. |
888-652-8086 |
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Individual(k) Self-employed individuals and small business owners, combining features of a 401(k) and a profit-sharing plan. |
877-221-0238 |
833-688-0086 Featuring Vanguard exclusive investments |
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SEP & SIMPLE IRAs Retirement plans that offer tax advantages for small business owners and self-employed individuals, with simplified contribution and administration features. |
844-292-4701 |
833-889-9878 Featuring Vanguard exclusive investments |
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529 accounts Tax-advantaged savings accounts designed to help families save for future educational expenses. |
877-529-2980 |
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An individual, including self-employed owners, responsible for establishing and managing employee benefit plans.
Log in | Former Newport, CoPilot, & PAi Log in
| Plan Type | Contact | |
|
401(k)s, 403(b)s, and other qualified plans Retirement savings accounts that offer tax advantages for long-term financial growth. |
888-652-8087 |
|
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CoPilot A streamlined 401(k) retirement solution designed for small businesses. |
833-892-8878 |
FAQs for CoPilot |
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Individual(k) Self-employed individuals and small business owners, combining features of a 401(k) and a profit-sharing plan. |
877-221-0238 |
833-688-0086 Featuring Vanguard exclusive investments |
|
SEP & SIMPLE IRAs Retirement plans that offer tax advantages for small business owners and self-employed individuals, with simplified contribution and administration features. |
844-292-4700 |
833-889-4554 Featuring Vanguard exclusive investments |
Advisors & Financial Professionals
A professional providing investment and financial planning advice to clients.
A professional that manages administrative tasks for employee benefit plans on behalf of the plan sponsor.
Banks, Credit Unions, and Financial Institutions
A financial organization that offers IRAs, HSAs, and other retirement and tax-favored savings accounts or leverages Ascensus consulting, education, and compliance support services.
800-346-3860
Use 800-346-3860 for general inquiries
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