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Get Started. For further information on 529 QuickView or any Ascensus College Savings solution, please contact us at 1.888.823.4348. The Arkansas 529 GIFT Plan makes it easy to maintain your account, offering virtual 24/7 online account access, downloadable forms, and client service representatives ready to help you. 529 College Savings Plan | J.P. Morgan Asset Management ScholarShare 529's average annual asset-based fees are 0.26% for all portfolios compared to 0.55% for all 529 plans. Investment returns are not guaranteed, and you could lose money by investing in the Direct Plan.. For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837).This document includes investment objectives, risks, charges, expenses, and other information. The iShares 529 Plan is offered to residents of all states. Investment objectives, risks, charges, expenses, and other . 529 QuickView Help Desk: 1-888-823-4348 Help Desk Hours: Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Time 529 Quickview® and the 529 Quickview® logo are registered service marks of Ascensus Broker Dealer Services, LLC. Scholars Choice for financial professionals | 529 plans ... Invesco Advisors, Inc. serves as the Investment Manager. Get the latest trends and insights based on our proprietary data from more than 113,700 retirement plans, 6.0 million 529 accounts, 426,000 health . Recordkeeping only services for your . Starting on 6/15/2020. However, you should note that (i) depending on the laws of the state where you or your beneficiary live or pay state income taxes, favorable state tax treatment or other benefits offered by the applicable state for investing in qualified tuition programs may be available only for investments in such state's qualified tuition program . Ascensus - The Largest Independent Retirement Savings ... High contribution limit of $520,000 per beneficiary. 6/15/2020. The program features a menu of age-based and static portfolio . For Advisors | College SAVE Boston, MA 02205. Financial Professional/Advisor. Ascensus Broker Dealer Services, LLC ("ABD") is . on FINRA's BrokerCheck.. For more information about the CollegeChoice 529 Direct Savings Plan ("CollegeChoice 529"), call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Booklet, which includes investment objectives . New Mexico's Scholar's Edge is an advisor-sold 529 savings program. 529 Quickview® and the 529 Quickview® logo are registered service marks of Ascensus Broker Dealer Services, LLC. Mutual fund basics. 529 QuickView is easy to use and password-protected so only authorized personnel have access to your clients' information. The new entity will . Financial Professional/Advisor 888-652-8087 Financial Professional Site. MI 529 Advisor Plan launches on Ascensus. 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. Principal Global Investors, LLC, as the investment advisor to the plan, provides investment management services to the Plan. The SSGA Upromise 529 Plan (the "Plan") is administered by the Board of Trustees of the College Savings Plans of Nevada (the "Board"). Always have plan. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations of CollegeBound 529 including recordkeeping and administrative services. Harrisburg, PA 17120. DATE. Account Owners will be able to login to their accounts Monday, 9/11/17, at 9 am ET. Ascensus College Savings is a leading administrator of 529 college savings plans, dedicated to meeting the needs of families saving for college across the country. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. Contact us. For more information about the GIFT College Investing Plan . Working with 529 plans is their core business and the focal point of their technological innovations. For more information about New York's 529 Advisor-Guided College Savings Program, you may contact your financial professional or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. Register now for increased access. Investment objectives, risks, charges, expenses and other important information are included in the Program Description; read and consider it carefully before investing. We're also one of the savings plan industry's leading . Principal Global Investors, LLC, ("PGI"), an affiliated company of the Distributor and a member company of the Principal Financial Group®, serves as the investment advisor to . 3 Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. Invesco Advisors, Inc. serves as the Investment Manager. The plan is sold through brokers (unit classes A and C) and registered investment advisors (unit class I). GETTING STARTED. Ascensus Broker Dealer Services is the distributor of the North Dakota College SAVE plan, Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck.. For more information about North Dakota's College SAVE Plan (College SAVE), call 1-866-SAVE-529 (1-866-728-3529) or click here to obtain a Plan Disclosure Statement. ACSR, together with its affiliates (collectively, Ascensus), provide program management and administration services for direct, advisor, and prepaid education savings plans sponsored by 25 states and the District of Columbia. Colorado offers three direct-sold 529 college savings plans and one advisor-sold 529 program. is the distributor of the CollegeChoice 529 Direct Plan, Learn more about Ascensus Broker Dealer Services, LLC. For more information about New York's 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. (ABD) serves as the Program Manager. Key hire cements company commitment to supporting growth of education savings programs across the country . 529 QuickView ®: Easy 529 account management for Financial Professionals: Safely access and review your clients' data. Invesco Distributors, Inc. markets and distributes CollegeBound . Ascensus Broker Dealer Services, LLC ("ABD") is . A 529 college savings plan is a popular tax-advantaged program that helps families save for higher education expenses. Ascensus Broker Dealer Services, LLC. Email: PA529@patreasury.gov PA 529 College and Career Savings Program. If you have any doubts about the authenticity of an email, which appears to be from TIAA-CREF Tuition Financing, Inc. or the MI 529 Advisor Plan, or involves your Plan account, call the Plan's customer service at 1-866-529-8818. North Dakota. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. 529 QuickView is user-friendly and password protected so only authorized personnel have access . Similarly, Newport's clients will benefit from greater access to unique tax-advantaged savings solutions across retirement . Ascensus Broker Dealer Services, LLC ("ABD") is . COVID-19: State of Retirement, 529, & Health Savings 3/1/2021. Invesco Advisors, Inc. serves as the Investment Manager. You 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. Phone: 800-440-4000. Ascensus' 529 QuickView, 529quickview.com, is a web-based portal that gives investment professionals immediate online access to clients' Ascensus administered 529 plans. As a participant, you receive more than investments from an experienced investment manager. Set Up Your Online Account. Investment returns are not guaranteed, and you could lose money by investing in the Direct Plan.. For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837).This document includes investment objectives, risks, charges, expenses, and other information. In . Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations of CollegeBound 529 including recordkeeping and administrative services. Ohio. Low initial contribution minimum of $1,000 per account 5. Suite 155. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. 529quickview.com An online service from Ascensus College Savings 6/9/2020. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus Broker Dealer Services is the distributor of the North Dakota College SAVE plan, Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck.. For more information about North Dakota's College SAVE Plan (College SAVE), call 1-866-SAVE-529 (1-866-728-3529) or click here to obtain a Plan Disclosure Statement. Investment objectives, risks, charges, expenses, and other . Mr. Thiros is a registered representative of Ascensus Broker Dealer Services LLC, 877-529-2980, 95 Wells Ave, Newton MA (member FINRA/SIPC) and is not employed by the State of Idaho. Missouri statute may allow for rollovers of MOST 529 assets to ABLE accounts without Missouri state tax consequences. Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck FINRA's BrokerCheck. For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus College Savings Recordkeeping Services, LLC (ACSR), serves as the Program Manager for the MOST 529 Plan. Contact your financial professional to learn more about how the Plan may help you achieve college savings needs. CollegeChoice Advisor is a Section 529 plan offered by the Indiana Education Savings Authority and managed by Ascensus Broker Dealer Services, LLC. 1010-6820 For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Invesco Distributors, Inc. markets and distributes CollegeBound . The Stable Value Plus College Savings Program offers a stable-value investment through Nationwide Mutual Insurance Company, and the Smart . 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 . Overnight Mail: New York's 529 Advisor-Guided College Savings Program. New York's 529 Advisor-Guided College Savings Program is sold exclusively through financial professionals. Tax center. The Missouri Education Savings Program (the "Program Trust") is a trust created by the State of Missouri. Ascensus Financial Professional Website is the distributor of the CollegeChoice 529 Direct Plan, Learn more about Ascensus Broker Dealer Services, LLC. Media. Ascensus College Savings is the leading 529 administrator in the nation. Signature of Financial Advisor Date (mm/dd/yyyy) • Please complete this form to authorize the change of the Financial Advisory firm listed on your CollegeChoice Advisor 529 Savings Plan Account. As a participant, you receive more than investments from an experienced investment manager. 529 QuickView is a data-delivery website that gives you immediate online access to your clients' Ascensus College Savings-administered 529 plans. Ascensus | 16,878 followers on LinkedIn. Invesco Distributors, Inc. markets and distributes CollegeBound . Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry. Vanguard and Ascensus work with the Direct Plan to give families an affordable, tax-advantaged college savings plan.. About Vanguard. New York's 529 Advisor-Guided College Savings Program. Once you are registered on 529 QuickView, client enrollment is simple and quick. Newton, MA 02459. Ascensus helps millions of people save for what matters—retirement, education, and healthcare. You also may wish to contact directly your home state's 529 college savings plan(s), or any other 529 plan, to learn more about those plans' features, benefits, and limitations. New York's 529 Advisor-Guided College Savings Program (the "Advisor-Guided Plan" or the "Plan") is a college savings plan sponsored by the State of New York that provides a tax-advantaged way for families to save for the future costs of higher education. Box 55498. 95 Wells Avenue. For sales and marketing questions, contact Nuveen at 800.752.8700, Monday to Friday, 8:00 AM to 7:00 PM ET. Learn more about 529s. Ascensus is and always has been advisor-centric. It only takes about 10 minutes. 529 QuickView is user-friendly and password protected so only authorized personnel have access . For more information about College Savings Iowa, obtain a Program Description online or request one by calling 888-672-9116. Ascensus College Savings Recordkeeping Services, LLC, as the program manager, is responsible for the day-today operations of the plan. Two of the three Indiana 529 college savings programs are managed by Ascensus College Savings: The CollegeChoice 529 Direct and the CollegeChoice Advisor. on FINRA's BrokerCheck.. For more information about the CollegeChoice 529 Direct Savings Plan ("CollegeChoice 529"), call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Booklet, which includes investment objectives . Ascensus College Savings Recordkeeping Services, LLC ("ACSR"), the Program Manager, and its affiliates have overall responsibility for the day-to-day operations including recordkeeping and administrative services. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. We suggest MOST 529 account owners who are residents of other states consult with a tax advisor about their state laws. Get 24/7 account access. • Investments may be made through Financial Advisors that have entered into a selling agreement with Ascensus Broker Dealer Services, Inc. Investment returns are not guaranteed, and you could lose money by investing in the Direct Plan.. For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 877-NYSAVES (877-697-2837).This document includes investment objectives, risks, charges, expenses, and other information. CollegeAdvantage Direct 529 Savings Plan. We need to verify your identity before we create your account 4 Withdrawals for non-qualified expenses subject . 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