A Program of the Tennessee Department of Treasury · David H. Lillard, Jr., State Treasurer

Financial Professionals

Help Your Clients Prepare for the Future

Your clients depend on you to plan, not only for their own financial futures, but also the futures of their children. And you know better than anybody that the best thing they can do for those children is to start saving for college now. Parents ask you about the best way to do that all the time.

For many parents, the answer is TNStars.

  • Competitive annual asset based fee
  • Easy online access to review and manage your clients' accounts using 529 Quick View
  • Contributions may qualify for the annual gift tax exclusion
  • Earnings are exempt from federal & state taxes when used for qualified expenses

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Resources for Financial Professionals

Safely access and review your clients' data

Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed.

Launch 529 QuickView

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College Financing Planner

Help families plan ahead for college expenses with Ascensus’ College Financing Planner.
Use this tool to create a savings plan to achieve your college funding goals.

Launch Savings Tool

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TNStars Client Brochure

This eight-page brochure provides an overview of the TNStars College Savings 529 Program, along with information on tax advantages and eligible expenses.

Download the TNStars Client Brochure

Account Management Forms

Looking to change investment options or a beneficiary? Contribute additional funds? All the forms needed perform these account management tasks and more are in one place.

Account forms

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Fund Information and Performance Data

TNStars offers diverse investment options to meet your clients' goals, risk tolerance, and timeline.