529 Plans

Funding a college education to give a child a brighter future won’t just happen. You need the right partner and the right plan.

A 529 Industry Leader

We’ve developed a suite of services to ensure that our service model is flexible and efficient. We bring experience and passion to help families save for a college education.

We partner closely with industry institutions to help innovate and shape best practices for 529 education programs.

We bring this focused experience and passion for helping all families save for college to provide savers with the highest level of care and oversight.

We’ve developed a complete suite of capabilities to make sure that each 529 plan is run efficiently and effectively. No two 529 programs are alike, so our service model allows flexibility.

Who Do We Work With?

  • State governments
  • Employers
  • Financial advisors

For State Governments: Delivering an Efficient Recordkeeping Solution with Innovative Technology

Combining innovative technology and results-oriented business practices, Ascensus College Savings developed the first 529-specific platform, Unite®. In one easy-to-use online interface, Unite integrates eight modules that facilitate customer relationship management, phone and email technology, mail imaging, workflow, transaction processing, compliance, automated backup, and more. Customers have complete flexibility to choose from a suite of platform modules in a way that best meets the needs of their business.

Unite® is a registered service mark of Ascensus College Savings Recordkeeping Services, LLC.

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For State Governments: Developing Customized Investment Lineups

We partner with world class investment firms to develop and structure the investment options in each of our 529 plans so that they reflect the needs of college savers at all levels. Our platform’s open architecture allows the flexibility to partner with multiple leading investment managers. This lets us recommend a range of options that can be tailored to the specific plan’s objectives and channels.

We also work closely with states on the creation of investment policies and guidelines, investment-related reporting, and periodic investment reviews.

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For Employers: Helping Your Employees Save for a College Education

Offering a 529 plan to your employees through payroll direct deposit is a great addition to a comprehensive benefits package, with no administrative costs to you. For as little as $15 per pay period, your employees can save for their children’s and grandchildren’s future education. They can even save for their own career development. Best of all, you can offer access to a 529 plan through payroll direct deposit at no cost.

Email us at 529employer@ascensus.com to learn more about how we can help you and your employees.

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For Financial Advisors: Rounding Out Your Business With Education Savings

College savings are part of a family’s overall financial plan and many investors rely on financial advisors to provide expertise and guidance when making these important decisions. It is our goal to give financial advisors the tools they need to best manage their clients’ accounts.

For more information or to log in, visit 529 Quickview.

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For Individuals: Sending the Gift of Education Savings

With Ugift® you can give a truly meaningful gift—money toward a student’s education savings. This convenient, free-to-use service lets you contribute to a student’s 529 college savings plan account.

For more information or to log in, visit Ugift529.com.

Ugift® is a registered service mark of Ascensus Broker Dealer Services, LLC.

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