Aspire has a long track record of serving 501(c)(3) organizations. Our proprietary technology, InvestLink, allows us the agility and flexibility to serve all types of non-profit organizations, small charities to national fundraisers, throughout the nation. The plan can choose to adopt an investment policy or maintain the flexibility of a full open-architecture environment that includes more than 25,000 investment options. The plan’s advisor can also work with portfolio managers to develop a model portfolio with socially responsible investments that correspond with the organization’s philosophy.
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.
Our fair, flat-dollar-base-fee pricing allows participants to have the confidence they are getting the most for their retirement plan savings.
Aspire also offers 457 (Top Hat) plans for organizations that choose to offer them to select management and highly compensated employees and independent contractors.
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.