Smart Retirement Solutions for All Plan Types

Aspire goes beyond the basic recordkeeping service model by offering end-to-end technology-enabled retirement management. Powered by choice and real-time 24-hour access through our proprietary open-architecture platform, InvestLinkSM, retirement plan stakeholders can design custom-built smart retirement solutions with private-label branding options. Aspire smart retirement solutions drive competitive advantage and greater outcomes through enabling technology that delivers customization, conflict-free choices and cost-effective transparent pricing.

Aspire supports all plan types [401(k), 403(b), 457, IRA, and Defined Benefit] independent of average account balance or plan size. We implement best-in-class industry standards to protect confidential client information, including data encryption and network monitoring. All records are backed up daily and archived, and all servers are located in a hosting facility with state-of-the-art, 24-hour systems to prevent unauthorized access.


Aspire delivers simple and effective smart retirement solutions for employers to help meet employee retirement needs through flexibility, choice, and cost-effective transparent pricing.


Aspire delivers a full range of smart retirement solutions for all 403(b) plan types. We offer solutions for K-12, Higher Education, Faith Based, Non-Profit, Healthcare, and ERISA 403(b) plans with a deep understanding of the different participants, occupations and their needs. Aspire’s complete suite of 403(b) solutions are designed to deliver flexibility in making choices for our strategic distribution partners and plan participants.


Aspire delivers smart retirement solutions for all 457 plan types, including Government and Non-Profit plans. Our smart retirement solutions are targeted to the needs of these participants. Aspire’s 457 solutions deliver flexible plan design and investment choices.


Aspire delivers a full suite of smart retirement solutions for Individual Retirement Accounts (IRAs), including Traditional, Roth, SIMPLE, SEP, Rollover, Auto Rollover, and our newest addition to the IRA retirement solutions family: Payroll Deduction, a cost-effective, simple way to help employees set up an IRA to save for retirement. All are designed to deliver flexibility in making choices for our strategic distribution partners and plan participants. Aspire’s IRA smart retirement solutions are customer centric, cost effective and user friendly.

Defined Benefit

Aspire delivers a retirement management system with the flexibility to easily handle the records of Cash Balance Plans and other Defined Benefit Plans using more than 25,000 investment options and five different custodians with several different recordkeeping methodologies. Aspire charges a flat fee for Defined Benefit Plan recordkeeping, so the plan’s costs don’t increase as the plan grows.

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