Our mission as 529 specialists is to provide unparalleled service to both our state and business partners and the families they represent by
Making saving easy through accessible and affordable college savings plans
Driving industry advancements through data driven thought leadership
Bringing quality improvements and cost savings through technology enhancements
Customizing solutions through world-class investment firm partnerships, unique marketing programs, and tailored distribution structures
The Ascensus College Savings company culture is best defined by our Core Values: People Matter. Quality First. Integrity Always.® These values represent our identity as an organization and shape our relationships with our clients, partners, and associates.
"People matter" refers to the quality of people we hire, as well as the personal service delivered by our skilled associates to college savers, state and business partners, financial professionals, and employers.
"Quality first" speaks to our emphasis on getting it right the first time, every time. We operate with the understanding there is no substitution for diligent preparation and thorough quality control.
"Integrity always" is directly related to our high ethical standards, our commitment to delivering on our promises, and our focus on building trust through consistently superior service.
At Ascensus College Savings, we understand that maintaining a client's confidence in our capabilities is essential for long-term success. Our Core Values foster a culture of excellence that ensures that all clients receive the respect, care, and service that they deserve.
Ascensus College Savings is headquartered in Newton, Massachusetts.
Ascensus College Savings is part of Ascensus. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.