Upromise Investments Inc

STATEWIDE 529 DAY CONTEST - Nevada State Treasurer
Upromise Investments, Inc. (UII) serves as the Program Manager. Corporation (FDIC)-insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Upromise, Inc., UII and Sallie Mae Bank are affiliates. STATEWIDE 529 DAY CONTEST ... Read More

New York State Department Of Taxation And Finance Office Of ...
Program sponsored by Upromise Inc. (together with its subsidiary Upromise Investments, Inc., “Upromise”) that is designed to encourage and facilitate college savings. Upromise enters into agreements with participating vendors of goods and services ... Access This Document

More Ways To Save - In
More ways to save Ugift® — Give Upromise Investments, Inc. (UII) serves as the Program Manager and Upromise Investment Advisors, LLC (UIA), provides investment advisory services and recordkeeping and administrative services. ... Read Content

Mutual Fund And 529 Plan Revenue Sharing Disclosure
Mutual Fund and 529 Plan Revenue Sharing Disclosure. Edward Jones receives payments known as revenue sharing from certain mutual fund companies, 529 plan program managers and insurance companies Upromise Investments, Inc. $12.50 . $0 : $0.4 million . ... Read Full Source

Business Contingency Planning And Disaster ... - Vanguard
Upromise Investments, Inc. Notice of Business Continuity Plans At Upromise Investments, Inc., we know how much our 529 Plan participants rely on our systems and ... Document Retrieval

April 1, 2013 Upromise Investments, Inc. FX2013-0326-0148/E ...
April 1, 2013 John Mulkern Upromise Investments, Inc. 95 Wells Avenue Newton MA 02459 Reference: FX2013-0326-0148/E Org Id :36478 REVIEW LETTER 1.MKT 7258 Indiana Advisor College Savings Seminar ... Read Full Source

Ugift SURPASSES $5 MILLION IN CONTRIBUTIONS TO COLLEGE SAVINGS
Ugift® SURPASSES $5 MILLION IN . CONTRIBUTIONS TO COLLEGE SAVINGS . Upromise Investments’ Gifting Tool Expands Community of Savers . NEWTON, MA, December 3, 2009 – Upromise Investments, Inc., the leading administrator of 529 college savings plans, today announced that Ugift, ... Read More

UPromise - Boost Your College Savings Plans And College Funds ...
Upromise, the Upromise logo, and other Upromise names and logos are service marks or registered service marks of Upromise, Inc. Sallie Mae, the Sallie Mae logo, ... Fetch This Document

Michael Bronner, (BSBA 1982), Founder & Chairman, Upromise, Digitas; Fred Bronstein (BA 1950), Founder, President, CEO, Jessica McClintock, Inc. James McLamore, co (BA 1972), Chief, Administration & Government Affairs, Fidelity Investments; Joseph Williams, CEO, Hibernia Southcoast ... Read Article

More Ways To Save - Indiana
Upromise Investments, Inc. (UII) serves as the Program Manager and Upromise Investment Advisors, LLC (UIA), provides investment advisory services and recordkeeping and administrative services. UII and UIA have overall responsibility for the day-to-day operations, ... Get Content Here

New York’s 529 Advisor-Guided College Savings Program
The benefit of insurance contracts or policies generally, Upromise Investments, Inc. or any of its affiliates, J.P. Morgan Investment Management Inc. or JPMorgan Chase Bank, N.A. or any of their affiliates, SSgAFunds Management, Inc., State Street Global ... Fetch Here

Upromise Investments, Program Manager Of Indiana’s ...
CollegeChoice 529 Savings Plans (CollegeChoice Plans) program manager Upromise Investments, Inc. (Upromise) has signed contracts for services with two Indiana companies. Upromise has entered into a contract with SPG Graphics, ... Access This Document

SUPPLEMENT DATED OCTOBER 2014 TO NEW YORK’S 529 COLLEGE ...
Upromise Investments, Inc. Ascensus Broker Dealer Services, Inc. Upromise Investment Advisors, LLC Ascensus Investment Advisors, LLC Upromise Investments Recordkeeping Services, LLC Ascensus College Savings Recordkeeping Services, LLC ... Read Full Source

Expanding Your Voluntary Benefits Package With - Squarespace
Expanding your voluntary benefits package with New York’s 529 College Savings Program . A Partnership for New York Higher Education Services New York State Comptroller Program Management By: Upromise Investments, Inc. Investment Management By: The Vanguard Group, Inc. Federal and State Tax ... Read Full Source

New York’s529 College Savings Program
New York’s529 College Savings Program Investments may be made through Upromise Investments, Inc., and Vanguard Marketing Corporation, as distributors. New York's 529 College Savings Program Direct Plancurrently includes two separate 529 plans. ... Content Retrieval

2013 Morningstar Analyst Ratings For 529 College-Savings Plans
2013 Morningstar Analyst Ratings for 529 College-Savings Plans Morningstar evaluates college-savings plans based on five key pillars—Process, Performance, People, Parent, and iShares 529 Plan AR Upromise Investments, Inc. Advisor ... Retrieve Here

Pennsylvania 529 Investment Plan - Morningstar
Pennsylvania 529 Investment Plan's mediocre fees scar an otherwise strong approach. Unlike most college savers, Pennsylvanians receive state income-tax benefits for any 529 contribution, whether Program Manager Upromise Investments, Inc. ... Access Content

HI529 - Happy College Savings Month! - YouTube
For more information about HI529—Hawaii’s College Savings Program (“HI529”), call 1-866-529-3343 or visit www.hi529.com to obtain a Plan Disclosure Statement ... View Video

State Of Hawai'i Employees: Make Saving For Your Child's ...
State of Hawai'i employees: Make saving for your child's college education automatic. Investments, Inc., and Upromise Investment Advisors, LLC, serve as the Program Manager and recordkeeping and administrative servicing ... Fetch Full Source

IDeal - Happy College Savings Month! - YouTube
Unsubscribe from College Savings Month? For more information about the Idaho College Savings Program (“IDeal”), call 866-433-2533 or visit idsaves.org to obtain a Disclosure Statement. The Disclosure Statement discusses investment objectives, risks, charges, expenses, and other ... View Video

MOST—Missouri’s 529 College Savings Plan
Upromise Investments, Inc., and Upromise Investment Advisors, LLC, serve as the Program Manager and Recordkeeping and Servicing Agent, respectively, with overall responsibility for the day-to-day operations. The Vanguard Group, Inc serves as ... Get Content Here

New York’s 529 College Savings Program Direct Plan
Contracts or policies generally, Upromise Investments, Inc., or any of its affiliates, The Vanguard Group, Inc., or any of its affiliates, any 529 College Savings Program Direct Plan. the Program Direct Plan Direct Plan. ... Retrieve Content

Case Upromise Investments Streamlines, Study Information Capture
Upromise Investments Streamlines, Optimizes Transaction ProcessingWith Kofax Information Capture Overview Upromise Investments, Inc. is a registered securities broker-dealer that focuses on providing ... Return Document