Support
How can we help you?
Explore common support topics
Contributions
Learn how to make contributions to your account and explore the advantages of doing so.
Distributions
Understand the process and rules for withdrawing funds from your account.
Welcome Vanguard Individual(k), SEP IRA and SIMPLE IRA clients
If you have questions about the transition, visit Welcome2Ascensus or contact us:
Individual(k): 833-688-0086
SEP or SIMPLE IRA plan sponsors: 833-889-4554
SEP or SIMPLE IRA participants: 833-889-9878
Select your role
An individual enrolled in a company’s plan or holding a personal account.
Log in | Former Newport, CoPilot, & PAi Log in
| Plan Type | Contact | |
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401(k)s, 403(b)s, and other qualified plans Retirement savings accounts that offer tax advantages for long-term financial growth. |
888-652-8086 |
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Individual(k) Self-employed individuals and small business owners, combining features of a 401(k) and a profit-sharing plan. |
877-221-0238 |
833-688-0086 Featuring Vanguard exclusive investments |
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SEP & SIMPLE IRAs Retirement plans that offer tax advantages for small business owners and self-employed individuals, with simplified contribution and administration features. |
844-292-4701 |
833-889-9878 Featuring Vanguard exclusive investments |
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529 accounts Tax-advantaged savings accounts designed to help families save for future educational expenses. |
877-529-2980 |
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An individual, including self-employed owners, responsible for establishing and managing employee benefit plans.
Log in | Former Newport, CoPilot, & PAi Log in
| Plan Type | Contact | |
|
401(k)s, 403(b)s, and other qualified plans Retirement savings accounts that offer tax advantages for long-term financial growth. |
888-652-8087 |
|
|
CoPilot A streamlined 401(k) retirement solution designed for small businesses. |
833-892-8878 |
FAQs for CoPilot |
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Individual(k) Self-employed individuals and small business owners, combining features of a 401(k) and a profit-sharing plan. |
877-221-0238 |
833-688-0086 Featuring Vanguard exclusive investments |
|
SEP & SIMPLE IRAs Retirement plans that offer tax advantages for small business owners and self-employed individuals, with simplified contribution and administration features. |
844-292-4700 |
833-889-4554 Featuring Vanguard exclusive investments |
Advisors & Financial Professionals
A professional providing investment and financial planning advice to clients.
A professional that manages administrative tasks for employee benefit plans on behalf of the plan sponsor.
Banks, Credit Unions, and Financial Institutions
A financial organization that offers IRAs, HSAs, and other retirement and tax-favored savings accounts or leverages Ascensus consulting, education, and compliance support services.
800-346-3860
Use 800-346-3860 for general inquiries
