Sponsor 529 Plans

Sponsor a 529 Plan

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

A 529 Industry Leader

Ascensus provides program management and administration services for 35 plans across 19 states and the District of Columbia with over $99 billion in assets under management.*

*as of 3/31/2018

We offer a single source for implementation, recordkeeping, administration, client service, marketing, and investment services. Having a one-stop provider significantly reduces the amount of time and effort needed to administer a state’s 529 plan, and ensures a consistent, seamless delivery of award-winning services. Our unique platform allows each client the flexibility to choose any or all of the components offered, based on their specific needs.

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

Efficient Recordkeeping Solutions with Innovative Technology

We developed the first 529-specific platform, Unite®, by combining innovative technology and results-oriented business practices

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

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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