Colleges and universities have special needs when it comes to making choices for their retirement plans. Each plan has unique characteristics based on design, which require a plan management system with greater flexibility and customization options. Our proprietary technology, InvestLink, allows us to excel at providing customized 403(b) solutions for higher education that can be tailored to each individual institution’s needs. We can work with your consultant or advisory board to create a cost-effective solution with fees that are transparent, fully disclosed and predictable.
Aspire can integrate our InvestLink system using your institution’s logo, branding, colors and messaging. We can give your employees the ability to log in to their retirement accounts through your employee website. This helps you maintain your brand awareness and enhance your benefits offering.
Access to Top Investment Managers
InvestLink provides access to the industry's top investment managers. Using an investment manager can help you create a mutually beneficial relationship with participants/employees. Ongoing portfolio management, rebalancing, performance reporting or billing and collection of management fees are all performed by Aspire and the investment manager. The participant and advisor are responsible for selecting the most appropriate investment manager for participant accounts, monitoring the performance of the investment manager and managing the relationship with the investment manager.
Ready to explore? Click here to learn more through Aspire's InvestDesign Center.
Fund Search provides information about funds available through InvestLink. Some funds may be restricted by the plan sponsor and/or financial professional. Before selecting a mutual fund investment, participants/employees should check with the plan administrator or broker dealer to confirm if there are any restrictions.
Aspire offers other investment options that can be offered in the same account as the mutual fund option, so there is no need for a separate account.