A 529 Industry Leader
Ascensus provides program management and administration services for 42 plans across 25 states and the District of Columbia with over $174 billion in assets under administration.*
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.
*as of 3/31/2021
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.
