We're Here to Help

Contact us for help with your savings plans or to start our partnership

Customer Service

Individual

Employee in a Retirement Plan
888-652-8086
Employee Site

Employee in a CoPilot Retirement Plan
833-892-8998
Employee Site

Beneficiary of an IRA
800-356-9140

College Savers
877-529-2980
529info@ascensuscollegesavings.com
College Savings Plans

Employee in a SEP or SIMPLE IRA plan
844-292-4701

Employer/Business Owner

Retirement Plan Administration
888-652-8087
Employer Site

CoPilot Retirement Plan Administration
833-892-8878
Employer Site

Total Benefit Communications
678-579-9600
Total Benefits Communication

SEP or SIMPLE IRA  Plan Administration
844-292-4700

Financial Professional/Advisor

Financial Professional/Advisor
888-652-8087
Financial Professional Site

Banks, Credit Unions, and Other Financial Institutions
800-346-3860 or 218-825-5000
Consulting and Compliance

Sales

Retirement Sales

Retirement
800-345-6363
Documents Only 877-858-9659
Sales representatives and contacts

CoPilot Small Business 401(k) and Individual(k)
833-893-3233

FuturePlan by Ascensus
866-929-2525
sales@futureplan.com
Sales representatives and contacts

Regional Financial Institution
Sales representatives and contacts

SEP or SIMPLE IRA Plan Sales
Advisors: 855-537-9555
Employers: 833-706-2292

Trust Sales

Ascensus Trust
701-234-0207
Trust and Custody Services

Provident Trust Group
888-855-9856
info@trustprovident.com

Still need help connecting with us? For general inquiries, call 800-346-3860.