Ascensus - The Largest Independent Retirement Savings ... Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. Invesco Distributors, Inc. markets and distributes CollegeBound . Two of the three Indiana 529 college savings programs are managed by Ascensus College Savings: The CollegeChoice 529 Direct and the CollegeChoice Advisor. 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. North Dakota. Ascensus helps millions of people save for what matters—retirement, education, and healthcare. For further information on 529 QuickView or any Ascensus College Savings solution, please contact us at 1.888.823.4348. Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. 6/15/2020. 6/9/2020. 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. Ascensus Financial Professional Website 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. Similarly, Newport's clients will benefit from greater access to unique tax-advantaged savings solutions across retirement . Ascensus is and always has been advisor-centric. 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 . CollegeAdvantage Direct 529 Savings Plan. Learn more about Ascensus Broker Dealer Services, LLC on FINRA's BrokerCheck FINRA's BrokerCheck.. For more information about the GIFT College Investing Plan (the "GIFT Plan"), call 1.800.587.7301 or click here to obtain a Program Description and Participation Agreement, which includes investment objectives, risks, charges, expenses and other information; read and consider it carefully before . Contact us. Colorado (CO) 529 College Savings Plans - Saving for College 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. Principal Funds Distributor, Inc. serves as the distributor of the Plan. Manage Accounts - GIFT College Investing 529 Plan Security : MI 529 Advisor Plan Investment objectives, risks, charges, expenses, and other . Open a CollegeBound 529 account | Invesco US Consumer plans fall under three categories: direct-sold, unit-type prepaid, and contract-type . Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. About MOST | MOST 529 The SSGA Upromise 529 Plan (the "Plan") is administered by the Board of Trustees of the College Savings Plans of Nevada (the "Board"). Orion Advisor Solutions announced Monday that it plans to expand its footprint in the 529 plan industry and has hired Rob Percival, a former Ascensus college . A 529 college savings plan is a popular tax-advantaged program that helps families save for higher education expenses. As a participant, you receive more than investments from an experienced investment manager. Ascensus Broker Dealer Services, LLC ("ABD") is . 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. The newest Indiana 529 plan is the CollegeChoice CD, which offers FDIC-insured savings options. 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. Get 24/7 account access. Harrisburg, PA 17120. 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. Step 3. The plan is sold through brokers (unit classes A and C) and registered investment advisors (unit class I). Learn more about 529s. DATE. Colorado offers three direct-sold 529 college savings plans and one advisor-sold 529 program. Contact your financial professional to learn more about how the Plan may help you achieve college savings needs. Set Up Your Online Account. Phone: 800-440-4000. Financial Professionals will be able to access their clients' accounts via Ascensus' Quickview. The Missouri Education Savings Program (the "Program Trust") is a trust created by the State of Missouri. 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. 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. Ascensus was always likely to buy Newport, but the deal became inevitable when Stone Point Capital, a major investor in Newport, recently took a significant stake in Ascensus. Ascensus College Savings Recordkeeping Services, LLC (ACSR), serves as the Program Manager for the MOST 529 Plan. 1 A family member or friend can open a 529 account for a student of any age. 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. Ascensus Supports Small Businesses 4/27/2020. We believe in the value of the trusted relationship of the financial advisor. Boston, MA 02205. For more information about IDeal - Idaho College Savings Program ("IDeal"), call 866-433-2533 click here to obtain a Disclosure Statement. 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 . Ugift is typically only available to account owners invested in a 529 college savings plan administered by Ascensus. 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 . 529 QuickView is user-friendly and password protected so only authorized personnel have access . Tax center. The current wave of recordkeeper consolidation continues, with the Nov. 3 announcement that Ascensus has entered into a definitive agreement under which Newport Group will merge with the firm.. David Musto, president and CEO of Ascensus, will serve as CEO of the combined company, while Greg Tschider has stepped down as CEO of Newport. High contribution limit of $520,000 per beneficiary. The largest direct-sold Colorado 529 plan is the Direct Portfolio College Savings Plan, managed by Ascensus College Savings, which utilizes Vanguard mutual funds. 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 . P.O. We suggest MOST 529 account owners who are residents of other states consult with a tax advisor about their state laws. FOR ADVISOR USE ONLY - NOT FOR DISTRIBUTION TO THE PUBLIC 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. 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