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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.


The following year-end deadlines are quickly approaching:

Conversions to Aspire – All on-boarding paperwork including executed signature package must be received by Aspire ‘in good order’ by Monday, October 15, 2018 for January 1, 2019 effective date.

Start-ups (new plans) – All on-boarding paperwork including the executed signature package must be received by Aspire ‘in good order’ by Thursday, November 15, 2018 for January 1, 2019 effective date.

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, 2018 Labor Day September 03, 2018
Martin Luther King, JR. Day January 15, 2018 Thanksgiving Day November 22, 2018
President's Day February 19, 2018 Day after Thanksgiving (close at 2 p.m. ET) November 23, 2018
Good Friday March 30, 2018 Day before Christmas (close at 2 p.m. ET) December 24, 2018
Memorial Day May 28, 2018 Christmas Day December 25, 2018
Independence Day July 04, 2018

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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