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About Ascensus 

Our mission as 529 specialists is to make saving easy through accessible and affordable college savings plans. We currently partner with state agencies and 529 plan program managers in 22 states plus the District of Columbia, supporting 39 different 529 plans.1

Why Save With Ascensus?

While we may not support the 529 plan in your home state, chances are that we support another plan that meets your college savings needs. Families across the country trust us with over 5 million accounts and over $125 billion in their hard earned college savings.1

Investing In An Ascensus Plan Gets You:

  • Expert management from the leading 529 plan provider
  • An easy way to receive college savings gifts through Ugift®
  • Ability to help save through everyday spending with Upromise® by Sallie Mae

Visit howtosaveforcollege.com for more information about saving in a 529 plan.

If you have questions about Ugift, please contact Client Services:

1.877.914.4839

Monday through Friday, 9 a.m. – 5 p.m. EST

clientservice@ugift529.com

 

1 As of 12/31/19.

Ascensus

This website has been developed by Ascensus College Savings Recordkeeping Services, LLC ("ACRS") and its affiliates. For more information about 529 plans managed or administered by ACRS and its affiliates, call 1.877.529.2980.

Before investing in any 529 plan, you should consider whether your or the designated beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in the state's 529 plan. You also should consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

Investment objectives, risks, charges, expenses, and other important information are included in a 529 plan's offering statement; read and consider it carefully before investing.

When you invest in a 529 plan you are purchasing municipal securities whose value will vary with 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.

An account in a 529 plan is controlled by the account owner. Your gift contribution may have gift tax consequences or other tax implications. Please consult your tax advisor.

ACRS and its affiliates do not provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

Ugift® is a registered service mark. All other trademarks are the property of their respective owners.

* Not FDIC Insured (except for 529 plans that offer an FDIC-insured portfolio) * No Bank, State, or Federal Guarantee * May Lose Value *

Ascensus, 95 Wells Avenue, Suite 155, Newton, MA 02459-3204
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