Skip to main content
  • News
  • Savings Trends
  • Careers
  • Contact Us
Log In
Ascensus. Always have a plan.
  • Who We Are
    • Our Story
    • Our Heritage
    • Our Values
    • Our Leadership
  • Who We Serve
    • Banks, Credit Unions, & Financial Institutions
      • Simplify IRA & HSA Program Administration
      • Stay Compliant
      • Train Your Staff
      • Log In
    • Employers
      • Administer Your Plan
      • Design a Best Practice Plan
      • Educate Your Employees
      • Log In
    • Financial Advisors
      • Grow Your Business
      • Help Business Owners
      • Become an Elite Advisor
      • Request a Proposal
      • Log In
    • Governments
      • State-Facilitated Retirement Savings Programs
      • Sponsor a 529 Plan
    • Individuals
      • Save for Retirement
      • Save for Education
      • Save for Healthcare
      • Save with an ABLE Account
    • Institutional Partners
      • Find the Right Platform
      • Leverage Technology
    • Third-Party Administrators
      • Recordkeep Your Plans
      • Request a Proposal
      • View Your Dashboard
  • What We Do
    • Retirement / Administration
      • Qualified Retirement Plans
      • IRA Products & Solutions
      • FuturePlan by Ascenus
      • Trust & Custody Services
      • State-Facilitated Retirement Savings Programs
    • Education Savings
      • 529 Plans
      • Coverdell Solutions
    • Health Savings
      • Save for Healthcare
      • HSA Solutions
      • Health and Welfare Form 5500 and Plan Document Services
    • Education & Training
      • Academy
      • Professional Development
      • Meet Your Instructors
      • Education Catalog
  • What We Think
    • COVID-19 and SECURE Act News and Resources
    • Industry & Regulatory News
    • College Savings Insights
    • Blogs & Newsletters
Log In
  • News
  • Savings Trends
  • Careers
  • Contact Us

Home › Featured Expertise

View All Articles

Follow Us

  • LinkedIn
  • Twitter
  • News
  • Careers
  • Contact Us
  • Terms and Conditions
  • Web Accessibility Notice
  • Sitemap

Privacy Management | Security

Ascensus Store

Retirement Resources
HSA Resources
College Savings Resources

Subscribe to our News

People Matter. Quality First. Integrity Always.®

Ascensus® and the Ascensus® logo are registered trademarks of Ascensus, LLC.

All Rights Reserved © 2021 Ascensus, LLC.

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.