Welcome existing Vanguard Individual 401(k), SIMPLE IRA and SEP IRA clients
If you were informed that your Individual 401(k), SEP IRA, or SIMPLE IRA is moving from Vanguard to Ascensus and you have questions on your current plan or need to execute a transaction, please call Vanguard at 877-662-7447.
If you would like more information about what your experience will be like in July, once your plan has transferred to Ascensus, please call 833-889-4554 for SEP/SIMPLE IRAs or 833-889-2333 for Individual 401(k)s.
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.
