Compliance February 1st, 2024 401Kids Savings Act Would Create Savings Accounts for Eligible Minors Participants could withdraw funds starting at age 18 to pay for higher education, business startups and home purchases.
Client Service November 3rd, 2023 Digital 529 Payments Drive Ascensus Accounts Past $1B Payments on the platform are predicted to skyrocket in the coming year, in part due to the ability to pay...
Data & Research November 2nd, 2023 Morningstar Releases Ratings for States’ 529 Plans Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
Deals & People August 18th, 2023 The PLANADVISER Interview: David Musto, Chair and CEO, Ascensus The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.