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The Largest Independent Retirement, College & Health Savings Provider | Ascensus | www.ascensus.com Skip to main content News Savings Trends Careers Contact Us Log In Ascensus. Always have a plan. 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Retirement – College – Healthcare – ABLE Latest News Ascensus Receives Top Honors for Exceptional Support from Retirement Plan Sponsors and Advisors Firm Receives Most Best in Class Awards in <$50MM Segments in PLANSPONSOR Defined Contribution (DC) Survey. SECURE Act: The Wait is Over Click here for our latest news on the SECURE Act and what it means for businesses, employees, and our industry. Rick Irace Shares Thoughts on the Outlook for Retirement Savings in 2020 Rick Irace discusses potential developments that retirement plan consultants should monitor through 2020. More News Who We Are Ascensus helps more than 10 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals. Technology The true value of collaborating with us comes from our promise to deliver systems and processes that are efficient, innovative, and scaleable. Watch Our Story Value We work hard every day so Americans can save for life’s biggest goals. We’re dependable, responsive, and easy to work with. But, don’t just take our word for it. See Our Stats Expertise Our leadership has unparalleled experience and a pioneer’s vision to see the opportunities facing our clients and associates. Meet Our Leaders What We Do You save for the things you value in life: retirement, college, healthcare. We bring value to these plans by making things easier through intuitive technology, friendly service, and dependable expertise—all at an affordable cost. That’s why millions of Americans trust us with their savings plans. Retirement Savings We offer retirement plans through partnerships with top financial institutions, banks, credit unions, and advisors. Working with advisors, we help over 60,000 organizations, from recently conceived startups to well-established brands, offer retirement plans to their employees. Our range of solutions include IRAs, 401(k), Individual(k)™, state-sponsored, SEP and SIMPLE , defined benefit, and cash balance plans. View Our Plans College Savings As the leading provider of college savings plans, we help 20 states and the District of Columbia offer college savings plans to families all over the country. Our Unite platform facilitates millions of transactions every year. Our innovative Ugift program allows friends and family to chip in to give their loved ones the gift of a college education. Influence a Child’s Future Health Savings As the number of high deductible health plans increase, we are here to help financial organizations offer HSAs to families. We also help families understand how to make these accounts a part of their financial wellness strategy. Our premier service and innovative products help families and organizations complete their health savings strategy. See How We Can Help ABLE Savings Ascensus provides program management and support services for several ABLE programs across the nation. We are proud to help families save for disability-related expenses without impacting eligibility for resource-based benefits. There’s no limit to what people with disabilities can do. Now, that includes saving, too. Start Saving Jumpstart Your Career with the Ascensus Academy We offer extensive opportunities to attend nationally recognized seminars, webinars, and purchase training resources that suit your career goals, budget, and learning style. Find Your Opportunity What We Think Our experts understand the challenges and opportunities facing the retirement, college, healthcare, and ABLE industries. Our vast team of actuarial experts, plan design consultants, and one of the largest in-house ERISA teams provide their thoughts on how to navigate the issues of today. Industry & Compliance News Featured Expertise Blogs & Newsletters College Savings Insights Our Trusted Partners Follow Us LinkedIn Twitter News Careers Contact Us Terms and Conditions Web Accessibility Notice Sitemap Privacy Management Ascensus Store Retirement Resources HSA Resources College Savings Resources Subscribe to our News Email Address * People Matter. Quality First. Integrity Always. ® Ascensus® and the Ascensus® logo are registered trademarks of Ascensus, LLC. All Rights Reserved © 2020 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....