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1st Global Adds Aspire for SIMPLE, SEP IRA and ERISA 403(b) Business

TAMPA, FL, OCTOBER 17, 2017 – Aspire Financial Servicesa leading service provider of retirement account recordkeeping solutions, is pleased to announce that it is partnering with 1st Global, an independent wealth management partner to exceptional CPA firms, to provide fee-based SIMPLE, SEP and ERISA 403(b) retirement solutions on the company’s advisory platform.

While it is still unclear whether remaining elements of the DOL Conflict of Interest Rule will become effective on Jan. 1, 2018, many future-focused firms are proactively moving to a level-compensation fee model and embracing open architecture platforms that offer access to a variety of non-proprietary, low-cost investment options.

“New trends and changes to industry regulations have provided 1st Global and our affiliate financial advisors a unique opportunity to proactively engage their clients on a deeper level,” Holly Peritz, 1st Global’s assistant vice president of wealth platforms, said. “We want to equip our advisors with an abundance of strategies that are compliant with the fiduciary rule and empower them to serve more retirement clients.”

Aspire provides a comprehensive suite of retirement solutions to multiple segments in the retirement marketplace. Aspire’s proprietary technology and service delivery model offers a flexible fiduciary-friendly platform that can be uniquely repackaged cost-effectively and rapidly to enable client’s responsiveness and readiness to accommodate compliance requirements and market trends. 

“1st Global selected Aspire for their SIMPLE, SEP and 403(b) business because of our ability to meet their specific needs for level fee compensation, account visibility, and true open architecture investment options,” said Pete Kirtland, CEO of Aspire. “We are really excited to partner with such a high integrity firm.”

Aspire—Delivering Smart Retirement Solutions

Aspire Financial Services, LLC is a leading service provider of smart retirement solutions, serving the industry since 2002 with a conflict-free, open-investment retirement planning management system supporting all plan types [401(k), 403(b), 457, IRA including Payroll Deduction, Cash Balance, Defined Benefit, Non-Qualified]. Aspire provides a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options through its proprietary technology platform and strategic partnerships. Aspire enables strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model. To learn more, visit or call 866.634.5873.

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Aspire Financial Services
Shelia Reed, Chief Marketing Officer

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