Market Segment + Service Offering
To support financial professionals that may be restricted from acting as a investment fiduciary or advisors that focus on relationship management versus investment selection and monitoring we created Plan Guardian^SM . Developed as an independent, objective retirement plan fiduciary coverage service ensuring compliance with ERISA requirements and to help reduce plan sponsor liability. With the guiding principle of being advocates to the participant, Plan Guardian^SM brings together the retirement industries accredited and notable services providers for Plan Administration and Investment Selection/Monitoring using trusted brand name mutual funds. With comprehensive education, benefit analysis and reporting Plan Guardian^SM sets the standard for Co-Fiduciary 401(k) plan services.

Market Segment + Service Offering
For advisors seeking the benefits of packaged retirement plan solutions with built-in Plan Administration services, ASPire’s Plan Premier is the answer. Supported by our TPA Alliance Network of accredited administrators we have created a competitive turn-key recordkeeping and administration product that supports 401(k) Plans. Offering the of freedom choice with ASPire’s Open Architecture Plus program advisors can select the custodian and investments of their choosing with full revenue sharing rebates and fee transparency.

Market Segment + Service Offering
ASPire’s RPMA is the foundation of our products and services. The ultimate in flexibility the RPMA allows for any combination of service providers and platform features to be calibrated for virtually any qualified or non-qualified plan type. An open architecture platform designed to support our independent TPA and RIA partners, RPMA creates a conflict free environment for determining a Plan’s service providers including; Plan Administration, Investment Advisor, Custodian/Trustee, and Third Party Money Managers. For sophisticated plans that need objective, transparent, competitive, unified service providers - ASPire’s RPMA is the solution.

Market Segment + Service Offering
For advisors seeking the benefits of packaged retirement plan solutions with built-in Plan Administration services, ASPire’s Plan Premier is the answer. Supported by our TPA Alliance Network of accredited administrators we have created a competitive turn-key recordkeeping and administration product that supports ERISA 403(b) Plans. Offering the of freedom choice with ASPire’s Open Architecture Plus program advisors can select the custodian and investments of their choosing with full revenue sharing rebates and fee transparency.

Market Segment + Service Offering
With the change in 403(b) regulations, not all service providers opted to stay in the market: at ASPire we saw opportunity. 403b FundSource^SM revolutionized how advisors could not only save their existing clients, but grow their business. We created the retirement industry’s first free agent, open architecture investment platform that provides advisors with the tools to create a long-term, mutually beneficial relationship with 403(b)(7) accounts for Non-ERISA plan participants. 403b FundSource^SM is compliant with the new regulations and SPARK information requirements and is compatible with any Common Remitter/TPA. 403b FundSource^SM puts advisors in the forefront and provides you with service and support for your financial practice.

Market Segment + Service Offering
Serving institutions who serve people. Faith-based organizations require specialized services. 403b ARCH supports the investments, plan design and administration unique to these organizations. Utilizing our TPA Alliance network partners, whose practice focuses in this area, 403b ARCH delivers the customized services needed for this special plan sponsor.

Market Segment + Service Offering
ASPire’s RPMA is the foundation of our products and services. The ultimate in flexibility the RPMA allows for any combination of service providers and platform features to be calibrated for virtually any qualified or non-qualified plan type. An open architecture platform designed to support our independent TPA and RIA partners, RPMA creates a conflict free environment for determining a Plan’s service providers including; Plan Administration, Investment Advisor, Custodian/Trustee, and Third Party Money Managers. For sophisticated plans that need objective, transparent, competitive, unified service providers - ASPire’s RPMA is the solution.

Market Segment + Service Offering
457 FundSource^SM is a simple solution for advisors to maximize investment options in a single or multivendor 457(b) plan. With our open architecture investment platform at the core, 457 FundSource^SM provides access to a wide range of institutional investment options and we can work with any common remitter/TPA. We also offer service and support for plan sponsors who are self-administering their plans..

Market Segment + Service Offering
ASPire’s RPMA is the foundation of our products and services. The ultimate in flexibility the RPMA allows for any combination of service providers and platform features to be calibrated for virtually any qualified or non-qualified plan type. An open architecture platform designed to support our independent TPA and RIA partners, RPMA creates a conflict free environment for determining a Plan’s service providers including; Plan Administration, Investment Advisor, Custodian/Trustee, and Third Party Money Managers. For sophisticated plans that need objective, transparent, competitive, unified service providers - ASPire’s RPMA is the solution.

Market Segment + Service Offering
A 401(k) plan might not be the right fit for all of your clients' needs. ASPire’s SEP & SIMPLE IRA plans are an easy-to-administer low cost alternative retirement plan for small business owners and their employees that offers all of the same online features and investment flexibility you have come to expect from the ASPire platform. Our complete set of proposal documents, plan establishment guides and employee enrollment materials for SEPs and SIMPLEs make presenting and establishing these plans, well… simple.

Market Segment + Service Offering
In addition to offering IRA accounts for SEPs and SIMPLEs we support Traditional, Roth and Rollover IRAs – a great solution for easily capturing rollover assets or offering a Payroll deduction IRA plan. Benefit from managing all of your clients, both Plan level and Individual account types, on a consolidated platform with low costs and institutional investments.