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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.



Tampa, FL – 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.


Holiday Closures

Please take note of the following dates during which the Aspire offices will be closed. Inquiries received during these hours will be returned the next business day. 

New Year's Day January 01, 2019 Independence Day July 04, 2019
Martin Luther King, JR. Day January 21, 2019 Labor Day September 02, 2019
President's Day February 18, 2019 Thanksgiving Day November 28, 2019
Good Friday April 19, 2019 Day after Thanksgiving (close at 2 p.m. ET) November 29, 2019
Memorial Day May 27, 2019 Day before Christmas (close at 2 p.m. ET) December 24, 2019
Day before Independence Day (close at 2 p.m. ET) July 03, 2019 Christmas Day December 25, 2019

Reminder: Participant Fee Disclosure Notifications

Rule 408(b)(2) requires Covered Service Providers (CSPs) to provide to plan fiduciaries specific information on the services they provide and the compensation they receive for those services. These CSPs include ERISA fiduciary service providers, investment advisors, recordkeepers, brokers, TPAs, attorneys, actuaries and certain others.

Rule 404(a)(5) requires the plan administrator of participant-directed plans to provide participants with sufficient information to make informed decisions for their accounts. Distribution of the 404(a)(5) Participant Disclosure Notification is required once every 12 months.

Information is available in the Reports section of InvestLink.

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