aspireonline.comAspire | Retirement Planning Solutions | Retirement Management Systems

Click Here to Find Your Aspire Team Toggle navigation Our Story History Vision, Mission, Values What Sets Us Apart Who We Serve How We Serve What We Offer Our Brand Link with Aspire Careers Plan Types 401(k) Plan 403(b) Plan 457 Plan IRA Plan Defined Benefit Plan Health Savings Account (HSA) Partners & Solutions Technology Solutions Strategic Partners Plan Processing User Groups Resource Center Find Your Aspire Team Forms & Documents Library Educational Articles Calculators & Investment Tools Investment Research FAQs Industry Quick Links Aspire News Subscription Contact Login InvestLink InvestDesign Center Login InvestLink InvestDesign Center It takes a smart company to change from business as usual. Retirement plan management is complex in nature. It includes an astute recordkeeping system, account oversight, transaction processing, and reporting. There are multiple plan types. There are a host of administrative and management stakeholders. There are participants with different needs. The Challenge Find a way to link all retirement plan stakeholders for all plan types to thousands of investment options and effectively deliver smart retirement solutions that advocate for the participant and deliver economic value for strategic distribution partners and customers. That’s way beyond business as usual—that’s exceptional. That’s what you get with Aspire Financial Services —the vision to design unique smart retirement plan services and solutions that make a difference and go beyond status quo. Our retirement plan services link people, investments and technology through InvestLink℠ — a proprietary open-architecture platform that simplifies the retirement management process by linking together the right partnerships with the right solutions that meet the varying needs of the marketplace—offering transparent pricing and the flexibility to make wise, cost-effective investment choices. Aspire Financial Services aims to be the provider of stellar retirement plan services. Aspire is an industry-leading retirement management solution provider for all plan types. Our proprietary technology platform delivers choices, flexible retirement plans and open architecture to meet retirement plan needs and stakeholder goals—customer by customer. Aspire offers the most extensive capabilities nationwide for all plan types independent of average account balance or plan size: [401(k), 403(b), 457, IRA, and Defined Benefit]. Our best-in-class technology-enabled portfolio delivers pre-defined or highly customizable smart retirement solutions—with private-label branding options. News Press Releases Byline Articles Aspire Events Virtual Press Room Conferences Linking strategic distribution partners and participants. Get the information and educational tools you need to make the right decisions for retirement planning programs, address your unique needs and master industry challenges. Aspire is making news. Aspire leads the industry in delivering smart retirement solutions. Often quoted in the press, featured on videos and in byline articles, Aspire sets the standard for the retirement management industry. Click Aspire Events to get our full schedule of webinar training for TPAs, advisors and plan sponsors. To check out our smart retirement solutions in person, make sure to sign up for a conference where we will be showcasing how we create economic value. In many cases, you can also catch an Aspire thought leader at a speaking engagement or participating on an industry panel. Building Relationships that Make a Difference Aspire is 100% dedicated to the success of all of our strategic distribution partners—TPAs, advisors, plan sponsors, broker dealers, strategists, investment managers, and custodians. We put our partners front and center in a position of control—with the ability to let you make the choices that can grow your business the way you want…the way that works best for you and your clients. Our business model provides you with a choice of investment options and retirement management solutions. Aspire is the premier open-architecture provider who has the scale and resources to offer the perfect smart retirement management solutions that you can count on for years to come. We believe that our partners have a right to choice when it comes to choosing the right partners and solutions for retirement record keeping. Our collective service offering builds results-driven solutions and products. Aspire has the flexible technology and operational infrastructure that adapts to our partners’ and clients’ business strategies, while honoring the integrity of our customers. We build partnerships that are designed to work long term and experience sustainable growth through our smart retirement solutions, effectively allowing endless possibilities of creating a retirement service team. We align with strategic partners to bring best-of-breed capabilities to market. Our goal is to engage our customers, offer administrative efficiencies, deliver greater profits, and market results-driven products—all through our strategic partners, value-driven comprehensive recordkeeping system, plan processing model and smart retirement solutions. Read more about who we serve, here. TPAs Advisors Strategic Partners Participants/ Employees PlanSponsors/ Employers Contact Us Aspire is committed to support customers and participants quickly and thoroughly, providing guidance to deliver best-in-class smart retirement solutions, education, training and communications. To contact Client Services for questions or additional information, please complete the Contact form. For immediate assistance we welcome you to contact us directly by phone. Phone 866.634.5873 813.874.0671 Corporate Headquarters 4010 Boy Scout Blvd., Suite 450 Tampa, FL 33607 Fax: 813.856.4543 Advisors & TPAs For more information on smart retirement solutions for all plan types, visit our InvestDesign Center for a proposal or private-label branding. Register for the InvestDesign℠ Center Office Closures January 01, 2016 January 18, 2016 February 15, 2016 March 25, 2016 May 30, 2016 July 4, 2016 September: 5, 2016 November: 24, 2016 December 26, 2016 (Observed) 866.634.5873 813.874.0671 Success! Thanks for filling out our form! I am a(n) Participant PlanSponsor Advisor Third-Party Administrator Strategic Partner Other My question is about Loan Distribution Accessing my account Investment Changes Rollovers/Transfers Other Success! Thanks for filling out our form! From four founders with a dream to a leading national retirement solutions service provider. It started with a sketch on a restaurant tablecloth. Four industry veterans who believed they could make a difference in the retirement industry by taking business way beyond usual to exceptional. How? By providing retirement recordkeeping services that advocated for the participant through enabling technology delivering choice and transparency. Over 12 years later, they still believe it—they are still making it happen and now they are once again leading the way by providing value-add smart retirement solutions—going way beyond recordkeeping, which is business as usual. They knew their vision would change the retirement industry landscape. Offering transparency and full fee disclosure from day one, Aspire has led the way to ensure that participants are on the right path to a profitable retirement—while at the same time delivering a robust set of capabilities that can be uniquely designed customer by customer. Our Vision To be the most trusted and reliable service provider of smart retirement solutions for all plan types that drive competitive advantage and greater outcomes through enabling technology and superior customer service. Our Mission To revolutionize the industry with new ways of managing retirement plans through technology and business process outsourcing solutions that serve the needs of all stakeholders with conflict-free investment choices, cost-effective pricing and...