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EXPERIENCE the Retirement Journey

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Retirement Savings ContinuumSM

The Retirement Saving Continuum offers Advisors a client-for-life service model to serving employers and individuals across the entire retirement journey.

Build the ultimate small- to medium- to large retirement solution offering that is profitable, efficient and scalable. Your bundle solution can include – investment configuration, electronic plan establishment, competitive fees, branding, one technology platform – across the entire retirement journey—one experience to build continuity, trust and reliability with your clients.

In turn, your focus can be on building financial stability and retirement outcomes that matter—FOR LIFE.

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SHIFTING DEMOGRAPHICS SPEAKS VOLUMES

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Estimated gap between savings and retirement needs.

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50%

or 75 million workers do not have access to a workplace retirement savings program

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50%

of private sector workers do not participate in a workplace retirement program

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80%

of people ages 35-54 who believe they will not have enough put away for retirement.

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86%

of small employers with <100 employees do not offer retirement savings programs

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140,000

net new firms with <100 employees from ’12 – ‘14.

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40%

estimated % of American workers will not have an employer supported plan by 2020.

Small Market Advantages

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Untapped market to grow your business

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Data indicates growth in this market segment

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Scale your small market solution with Aspire:

  • Global model management
  • Web-enabled plan establishment
  • Competitive fees
  • One platform for all plan types
  • Private labeling with design flexibility

Contact Us

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References

https://www.cnbc.com/2017/07/05/reports-of-a-us-retirement-crisis-are-off-the-mark-think-tank-study.html
https://www.fool.com/investing/2018/01/18/getting-2018-off-on-the-right-foot-with-a-helping.aspx
https://www.cnbc.com/2017/10/19/heres-how-bad-your-retirement-will-be-if-the-government-is-right.html
https://www.jackson.com/financialfreedomstudio/articles/2018/01/americas-retirement-savings-crisis.html
U.S. Small Business Administration, Office of Advocacy, from data provided by the U.S.us Bureau, Business Dynamics Statistics
Government Accountability Office.
Bureau of Labor Statistics, National Compensation Survey, March 2017
Wells Fargo study, “Seeing Wealth Differently Across Generations”