Tools for Participants/Employees
Secure retirement is a universal goal. Saving now is critical to accomplishing your objectives. Aspire provides access to plan information, investment choices and a wealth of information on financial planning. Quarterly account statements allow you to monitor your plan performance.
To get started and enroll, use Plan Search to locate your employer's plan and access plan materials. Each school district plan serviced by Aspire has a dedicated portal in Plan Search containing plan-specific information and materials such as application forms, loan and distribution forms.
Plan participants have the choice to work with an advisor or direct their investment themselves. Through our 403(b) Advisor Network, participants can locate an advisor who is focused on serving the special needs of 403(b) plans and has experience in working with Aspire ensuring that participants’ needs can be promptly serviced. To locate an advisor, use Plan Search to lookup your state and district and then select Find a Financial Advisor.
Fund Search provides information about funds available through InvestLink. Some funds may be restricted by plan sponsor and/or financial professional. Before selecting a mutual fund investment, check with your plan administrator or broker dealer to make sure if there are any restrictions.
Aspire has other investment options that can be offered in the same account as the mutual fund option, so there is no need for a separate account. Exchange traded funds (ETFs) and Guaranteed Interest Accounts are available to participants who are working with a financial professional.
Education information and tools including FAQs and articles about retirement planning are available through the online Resource Center. For additional questions, contact Aspire's Client Services.
A commitment to technology and service is just one of the ways that Aspire is making it easy for plan providers to attract and retain clients. TPAs
have complete online access to plan management functions that streamline operations and administrative tasks. For additional questions, contact
Aspire's Client Services.
Tools for Plan Sponsors/Employers