NEWS
Upcoming Holiday Closures [01/2013]
ASPire hosting two “Get to Know ASPire” webinars [05/2013]
ASPire will be hosting two “Get to Know ASPire” webinars on Friday, May 24th and Friday, June 7th
from 2:00PM - 3:00PM ET. If you would like to learn more about True Open Architecture Retirement
Plan Solution for 401(k), 403(b), 457 and IRA please join us! To register for either session please click on the session that you would like to attend.
May 24th 2:00PM - 3:00PM ET
June 7th 2:00PM - 3:00PM ET
You will receive a confirmation with dial-in instructions after registration.
Shelia Reed Joins ASPire Financial Services as Senior Vice President and Chief Marketing Officer [05/2013]
ASPire Financial Services, LLC, a leading provider of conflict-free retirement plan solutions, today announced the addition of Shelia Reed as Senior Vice President and Chief Marketing Officer. Coming on the heels of ASPire announcing significant enhancements to the company’s service delivery model, this strategic hire marks the latest step in the company’s evolution.
Full press release
ASPire Financial Services Announces Further Strengthening in Service Delivery with Strategic Hire [05/2013]
ASPire Financial Services, LLC, a leading provider of conflict-free retirement plan solutions, announced today further investment in the company’s enhanced client-service delivery model through the addition of Kristin McCarthy as Key Account Executive. The news comes on the heels of ASPire introducing its “single-threaded” engagement model designed to deliver superior client service throughout the full life-cycle of client relationships.
Full press release
Get to Know ASPire Webinar [04/2013]
Join us for a webinar on, Get to Know ASPire, on May 10th at 1:00 p.m. e.t. ASPire experts will discuss how an advanced recordkeeping platform and a simplified fixed fee model can result in growing revenue and competitive advantage for your business.
Webinar Form
ASPire Financial Services Making Significant Investments to Enhance Service Delivery [04/2013]
ASPire Financial Services, LLC, a leading provider of conflict-free retirement plan solutions, announced today that the firm has further advanced its client service delivery model through the addition of top talent, process optimization and a customer relationship management (CRM) solution. Reinforcing its pledge to deliver a world-class customer service model, ASPire has made a significant investment in adding top-quality professionals, developing internal training and automating processes.
Full press release
ASPire Financial Services to Speak at 2013 NIPA Annual Forum & Expo in Las Vegas [04/2013]
– ASPire Financial Services, LLC, a leading provider of conflict-free retirement plan solutions, announces that Lou Bachetti, Head of Sales & Distribution, will speak today at 3:15pm onsite at The Cosmopolitan of Las Vegas in Castellana Ballroom 2 at the NIPA Annual Forum & Expo in Las Vegas. In ‘Navigating the House of Mirrors,’ Bachetti will discuss ways in which innovative technology can help third-party administrators simplify their business models and spur growth.
Full press release
Mark Luckinbill Joins ASPire Financial Services as Head of 403(b) and 457 Markets [03/2013]
ASPire Financial Services, LLC, a leading provider of conflict-free retirement plan solutions through a customizable open-architecture proprietary technology platform, today announced the hiring of Mark Luckinbill as Head of 403(b) and 457 Markets. The addition of Luckinbill further displays the company’s commitment to expanding its presence in the non-ERISA segment including K-12, higher education and government employers.Full press release
ASPire President Pete Kirtland was recently featured as “The Daily Guru” by MoneyShow [01/2013]
ASPire President Pete Kirtland was recently featured as “The Daily Guru” by MoneyShow where he highlighted managing participant outcomes as a major theme for the retirement industry heading into 2013. He explains that investors need to become more educated consumers and take greater control of their retirement plans. Pete points towards gap analysis tools as a way to improve the likelihood of success by allowing participants to calculate what they want their income replacement to be and see if they're on track to achieve it.
He also touched on the latest happenings in the retirement space including potential industry impacts of the fiscal cliff and IBM’s announcement regarding its new plan for matching.
Find the full story here.
The Fiscal Cliff and Your Retirement [1/2013]
Some of the tax proposals on the table to drive revenue up without raising taxes have direct implications on your 401k and other tax-advantaged retirement plans, and investors should care more than they have about this, warns Pete Kirtland of ASPire Financial Services.
Read the full interview here
Voices: Pete Kirtland, On the Benefits of Unbundled 401(k)s [1/2013]
Going forward, advisers working on company 401(k) plans are going be graded on how well they prepare their plan participants to meet their retirement needs. What an adviser should seek in a 401(k) partnership is the ability to provide the most cost-effective plan that produces the best result for clients. These days, advisers can best accomplish that by adopting what I call “the iTunes approach” instead of the old-fashioned vinyl approach.
Find the full story here
ASPire Offers Advisors a Way Out of the 401K House of Mirrors [10/2012]
What if each advisor could choose their favorite custodian, customize their investment lineup from the whole investing univesr and mirror that in an IRA rollover solution. . .. and apply that to tall of their plans, with customization as needed for each and all stamped with the advisor's brand? That's the pitch offered by ASPire top dogs Pete Kirtland and Lou Bachetti.
Find the full story here
A New Type of Retirement Plan Platform [9/2012]
Access to thousands of investment products and a conflict-free proposition set ASPire apart from other retirement plan platforms. Pete Kirtland, Aspire’s founder and president, talks about how this model differs and why it matters.
View the full video here
New rule lets investors size up retirement-plan fees [8/2012]
There was a time when some folks in the food industry didn’t want certain nutritional information published. They claimed consumers either wouldn’t know what to do or wouldn’t bother to find out. They were right in some respects. These days, a lot of people do see helpful nutritional facts on food packaging and they purchase the bad stuff anyway.
And the same may be true when retirement plan participants begin getting clearer details on how much they pay in fees to invest their money.
Find the full story here
Retirement fund fees, if ignored, will eat into your nest egg [8/2012]
There was a time when folks in the food industry didn’t want nutritional information published. They said people would be so bombarded with facts, they wouldn’t know what to do or wouldn’t bother to find out.
They were right in some respects: People see helpful nutritional facts on packaging, and they buy the bad stuff anyway.
And the same may be true when retirement plan participants get clearer details on how much they pay in fees to invest their retirement money.
Find the full story here
Forrest Wilson Joins ASPire Financial Services
ASPire announced today the hiring of Forrest Wilson as Managing Director of National Sales.
Wilson brings to ASPire over twenty years of experience in the retirement plan market place. During his career, Forrest has been a top sales representative at Fidelity and Great West, where he most recently led the corporate 401(k) group in revenue production for 2011. Prior to that, Wilson served as Divisional Vice President for ING, where he ran sales and service for their Southeastern Coastal market. He has his MBA from NYU’s Stern School of Business.
Wilson commented, “I am very excited to be joining the ASPire team. Throughout my twenty-plus years in the retirement industry, I have never witnessed a shift in sentiment as dramatic and wide-sweeping as I am currently seeing. Participants, TPAs, Advisors, Plan Sponsors and Investment Firms want open, low-cost, non-conflicted recordkeeping solutions. ASPire delivers exactly that.”
Read the Full Press Release Here
Our CFO, Mark Agustin, Interviewed by CEOCFO Magazine!
In an interview with CEOCFO magazine (The Most Powerful Name In Corporate News and Information), ASPire Financial Service's CFO, Mark Agustin, provides an overview of our services, technology and what is down the road for ASPire.
Read the Full Interview Here
ASPire Financial Services Appoints Two Industry Veterans to its Board
ASPire Financial Services, today announced the appointment of Charlie Ruffel and Bob Francis to its Board.
Mr. Ruffel is a leading authority on global pension issues, institutional money management, and international securities services. He is the Founder and former Chief Executive Officer of Asset International, an information services company with media products including PLANSPONSOR©, PLANADVISER, NewsDash, and Global Custodian. Mr. Ruffel currently serves as a managing partner at Kudu Advisors, a New York City-based M&A advisory firm focused on assignments in the institutional investment management and investor services arena.
Mr. Francis has over 32 years of experience in the financial services industry, recently serving as Managing Director of Retirement Services at BlackRock. Prior to BlackRock, Mr. Francis was Executive VP of Retirement Strategy at LPL, Chief Operating Officer of National Retirement Partners and President of 401(k) Markets at ING. Prior to his tenure at ING, Mr. Francis held various executive level positions with Aetna Capital Management and Aetna Retirement Services.
Read the Full Press Release Here
ASPIRE ANNOUNCES APPOINTMENT OF CFO
February 6th, 2012 ASPire announced the appointment of Mark Agustin to Chief Financial Officer.
Mark brings over 21 years of financial and operational management experience working with companies in healthcare, IT consulting and distribution services. “I’ve been extremely impressed with ASPire’s history of delivering innovative technology-enabled solutions to simplify the management of such a critical asset – people’s retirement investments,” said Mark Agustin.
Read the Full Press Release Here
FEE DISCLOSURE, 403(b) WORK FUELING ASPIRE EXPANSION [11/2011]
On November 4th, ASPire was featured in the Tampa Bay Business Journal. The story, featured in the "Strategies" section, spoke to ASPire's business model and how it has allowed us to become a leader in the record keeping and communications space for retirement plans.
This is just another example of how there’s business as usual – and then there’s ASPire. Read the Full Story Here
ASPIRE RECOGNIZED BY TAMPA BAY BUSINESS JOURNAL [07/2011]
Placing 18th, ASPire was recognized by the Tampa Bay Business Journal July 21st 2011 as one of Tampa Bay's 50 fastest growing privately held companies. Read the Article
Rankings were based on percentage of annual growth from 2008 to 2010 and verified by independent auditors.
We would like to thank you for your ongoing support and everyone who's hard work made this possible.
TAMPA OPERATIONS OFFICE MOVE! [02/2011]
Because of continued growth, our Tampa office will be moving to a new location effective March 7th 2011. Please update your files with our new address:
4010 Boy Scout Blvd. Suite 500
Tampa, FL 33607
Our office will close at 4pm EST and the Call Center will close at 6pm EST on March 4th to begin the moving process. If you have any questions please contact client services at info@aspirefinserv.com or 866.634.5873.
We appreciate your ongoing support as ASPire continues to grow.
Client Service Center: 866.634.5873
Our Client Service Center is available to take your call M - F 8am EST to 8pm EST.
401k ASP changes its name. [01/2010]
Tampa-based 401k ASP, Inc. saw a 200-percent growth in recordkeeping assets in 2009 which has led to
the company more than doubling its staffing in that time period, as well as a name change to better reflect the expanding product
lineup.