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

Aspire understands and knows how to:

• Focus on any plan size
• Mirror a 403(b) plan for investment strategy
• Customize to the specifics of the plan design
• Offer private-label branding

• Understand the requirements for the plan 
• Build investment options with a socially responsible investment policy 
• Drive competitive advantage through cost-effective transparent pricing

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-architecture 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, sponsors and participants for 457 retirement plans. The choice is yours.

 

• Thousands of open-architecture investment options 
• Capability to invest in exchange traded funds (ETFs) 
• Third-party managed money options available through our strategic partners 
• Flexible contribution handling: online, ACH and by check—plan determines the frequency 

• Roth contribution administration option 
• Rollover IRA available for continuation of same participant account 
• Collaboration between advisor and participant to determine pay rate and payment method—compensation can be received as commissions or fee based

Flexible Fund Design

With advisor guidance, participants have the freedom to select any available investment offered, from over 25,000 investment options including mutual funds, ETFs, collective trusts and stable value funds. Invest in exchange traded funds (ETFs) or design a plan with both ETF and mutual fund options in the same account. Through Aspire’s Fund Search 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 the participant to determine the pay rate and payment method. Compensation can be received as commissions or fee based.

Plan Search for School Districts

For school district plan managers, Aspire’s Plan Search functionality is as easy as it gets. Select the state. Select the school district. And you’re in. From there, it’s just a click to getting plan details, accessing enrollment forms, finding who the TPA is, and reviewing investment options.