Enjoy an improved
You can manage your account when and where it’s convenient for you. From your phone, tablet, laptop or desktop, you can make:
- Additional contributions
- Investment changes
- Changes to your banking instructions
- Invitations to family and friends to make gifts
- Updates to your profile, and more.
Your account information, including records and assets, will automatically transition to our new Program Manager, Ascensus. This website explains how the transition will work and highlights the new features and benefits of The Education Plan.
Be sure to retain your existing account number in order to log on to your account with The Education Plan after the transition. Account owners will need to register for new online account access beginning December 9, 2019. Registering for access should take just a few minutes using the easy instructions at theeducationplan.com after the transition.
Your new account will make saving for education goals easier than ever, with:
New investment options: A streamlined and enhanced investment menu featuring fewer, yet more diversified options and enrollment year-based portfolios will help make choosing a suitable investment strategy easier regardless of the beneficiary’s age.
Lower average costs: The total annual asset-based fees for the new investment options will depend on which investments you choose. As an existing account owner, your total annual asset-based fees will range from 0.10% – 0.44%.
Improved gifting capability: Instead of only having the ability to make one-time gift contributions, family members and friends will be able to easily set up recurring gifts, such as annually for birthdays or holidays, to help fuel plan savings.
Your NEW Program Manager, Ascensus
Program management from an industry leader
Ascensus delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. 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.
Ascensus supports over 75,000 retirement plans, more than 4.3 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.6 million IRAs and health savings accounts. Ascensus is an industry leader in program management.
For more information about Ascensus, visit ascensus.com.