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Single-Threaded Service Model 

We start on day one. That’s when you’re assigned a dedicated, fully trained team of resources to your account. Day-to-day multi-dimensional management will be handled through your Relationship or Account Manager, who will be your single point of contact. The contact is supported by an executive team that will be linked to the team that provides executive-level guidance and strategic direction—ensuring corporate resources are aligned with your needs. All our clients are served by our quality-driven, multi-disciplinary team of industry-experienced retirement management professionals—receiving accurate, timely and efficient services. It’s an innovative approach to customer care—we call it our single-threaded service model. 

We support customers and participants quickly and thoroughly, providing guidance to deliver best-in-class smart retirement solution services, education, training and communications.

  • Our operations are built on our corporate value that our clients are our priority, it is our job to know their business, and delivering a superior client experience is expected.

  • Our service approach focuses on our customers’ needs, ensuring that any type of assistance required can be delivered quickly, easily and accurately—the first time.

Client Services

Aspire’s number one priority is the service we provide our clients through a dedicated Client Services department.

  • We are committed to consistently delivering a superior client experience—that’s our single-minded customer service focus.

  • We are committed to delivering the industry’s highest-quality service levels.

  • We are committed to monitoring our service levels via surveys and business reviews to ensure we have a mechanism beyond normal engagement for collaboration and feedback

Advisor, TPA, plan sponsor or participant—we are just a call or click away. Getting help with everything from customer service for retirement solutions for plan conversion, administration or reporting, distributions and transfers to plan establishment and enrollment is managed through a Call Center or online. With quick response times, the ability to address individual concerns, integrated systems and activities that drive constant improvement, our Client Services department focuses on reducing administrative burdens.

Call Center

Our comprehensive single-threaded service model includes a professionally staffed Retirement Call Center with Specialists available Monday – Friday, 8 a.m. – 8 p.m. ET at 866.634.5873. Our experienced representatives quickly address thousands of requests each month from TPAs, advisors, plan sponsors, participants, custodians and vendors, providing professional, client-focused assistance at each point of contact, supporting all plan types and ensuring our clients get the administrative and management assistance needed.

For any questions, review our FAQs.

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