Retirement Solutions for 403(b) Retirement Plan

TPAs

Advisors

Strategic Partners

Participants/Employees

Plan Sponsors/Employers

Your strategy for taking distributions (withdrawals) from your retirement plan can be as important as how much you deposit and how it's invested This video explains the factors to consider as you develop your plan.

This video describes the reasons an employer should consider offering the Roth 401(k) options, including its attractiveness as an employee benefit and its value to high-income and younger employees.

One time-honored way of defraying some of the risk inherent in investing is diversification. By not keeping all your eggs in one basket, you can often achieve a measure of protection from losing all your money on a single investment asset category.

Saving just a small bit more for retirement for as long as possible can make a significant difference in the size of your retirement nest egg—just adding 1% over the long term can mean thousands of extra dollars. View the tutorial to see how it works.

A major aspect of investment risk is volatility—how much and how often the value of an investment changes. This tutorial explore the role of volatility and time in portfolio to understand their impact.

Asset allocation is a powerful investment concept, but it's not a "one and done" task. Your goals or risk tolerance may change due to your personal circumstances or your portfolio investments may perform better or worse than expected. This tutorial explains the need to rebalance your portfolio on a regular basis.

Smart Retirement Solutions for 403(b) Plans

Build investment portfolios using over 10,000 investment options
Access to the investment portfolio expertise of leading
money managers and investment strategists
Get open investment choice for any size plan

Aspire's complete suite of 403(b) smart retirement solutions feature a web-based Plan Search and Fund Search capabilities. These solutions provide easy, real-time access to all plan details through its proprietary conflict-free open-architecture platform—providing flexibility for advisors and participants; transparent, competitive pricing; and the option to implement private-label branding. Aspire has deep experience in working with educators, school district officials, religious leaders, non-profit professionals and healthcare workers—Aspire knows what these different employer groups are looking for in a retirement plan and offers configurable investment menus based on group type and needs. Aspire delivers smart retirement solutions for all Non-ERISA and ERISA 403(b) plan types.

403(b) Tools

Click the icons below to access

403(b) Enrollment Portal

Plan Search

Fund Search

403(b) School Box

Smart retirement solutions respond to market needs

Being a leader in the industry means monitoring issues and trends—and knowing how to respond and deliver smart retirement solutions that address market needs and how to grow business within the changing landscape.

Aspire understands how to:

Deliver vendor consolidation
Address the fiduciary issue of subject standards for broker dealer reps and RIAs
Provide effective participant education
Drive competitive advantage through cost-effective transparent pricing

Linking people, investments and technology

It’s all done online and on demand. It’s an innovative technology-enabled platform that links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model.

It’s all done through InvestLink—Aspire’s conflict-free open-investment platform that links to more than 25,000 investment options enabling the ultimate in flexibility and customization for plan design for our TPAs, advisors, plan sponsors and participants for both 403(b) ERISA and Non-ERISA retirement plans. The choice is yours.

Flexible Fund Design

With advisor guidance, participants have the freedom to select any available investment offered, from thousands of investment options including mutual funds, collective trusts and stable value funds. Through Aspire’s Fund Search tool investments can be selected by ticker symbol or fund family. Investment Lookup offers direct access to the latest Morningstar^® fund information and the fund prospectus.

Flexible Payment Design

Advisors can work with participants to determine the pay rate and payment method. Compensation can be received as commissions or fee based.

403(b) Plan

Flexible Fund Design

Flexible Payment Design

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Aspire across the nation

SVP\|Managing Director of 403(b)/457/IRA Markets Mark Luckinbill 919.279.0514 mark.luckinbill@aspireonline.com	Internal Sean Smith 813.874.0671 x 2303 sean.smith@aspireonline.com	IRA Consultant: Janice Lane-Artille 813.517.0586 janice.lane-artille@aspireonline.com
National Sales Manager: Dan Sargent 813.874.0671 x2339 daniel.sargent@aspireonline.com	Internal: Takira Jackson 813.517.0579 takira.jackson@aspireonline.com	Account Executive 403(b) and 457 Markets Laura Blackwell 813.874.0671 x 2287 laura.blackwell@aspireonline.com
	Internal: David Marsh 813.517.0553 david.marsh@aspireonline.com

Aspire is an industry-leading retirement management solution provider for all plan types.

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