Our goal is to provide the most advanced, cost effective retirement plan recordkeeping and administration solution for your organization. We strive to build relationships with sponsors, participants, advisors and third party administrators through the delivery of unbiased, innovative retirement plan solutions with excellent service and technology to help achieve retirement benefits of participants.
SIMPLICITY
The ASPire Financial Services platform is easy to use for you and your clients in every aspect…- Requesting customized proposals
- Generating personalized Plan Setup documents
- Online access to Plan/account information regarding ongoing activity
- Generating reports and statements
Our responsive service teams are ready to assist you with any support you and your clients need with managing of sales and ongoing support of retirement plans.
AFFORDABILITY
Working with ASPire Financial Services is more affordable than most providers in the industry. Our approach allows complete objectivity with:- NO asset based administration fee
- Flat fee recordkeeping structure
- Open architecture investment neutrality
- 100% pass back of plan reimbursements from fund companies
Our service, technology and fee structure provide you with a conflict free environment and the best value in the retirement plan industry.
FLEXIBILITY
ASPire Financial Services has designed a modular service offering to work with and compliment how you work and provide services to your client. ASPire’s outsourced services give the flexibility to select only services you require, that always allows them to retain the client relationship. Your desired services are included in one of the following flexible service plans:- Recordkeeping only
- Recordkeeping plus
- Full service (TPA alliance partners)