401(k) Plan Comparison Analysis

Enter the current data for any 401(k) plan you manage for an instant analysis of potential cost savings that Aspire can deliver.

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Total 5-Year estimated savings
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End-to-End Value

Service Model

Designed to deliver exceptional service

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Private Label

Your business your way

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Plan Types

Flexibility to serve all your markets

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Service Model

Aspire's single-threaded service model is designed to consistently deliver exceptional service. Day-to-day multi-dimensional management is handled through a single point of contact from our dedicated Client Services department coordinating support with specialists from all plan service areas to ensure you, your plan sponsors, and participants receive our highest level of service.

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Private Label

The most flexible private-label branding program in the industry—Aspire enables you to seamlessly integrate our smart retirement solutions under your practice's identity to maintain your brand image and retain your clients' loyalty. Customization can include branding the InvestLink platform, plan materials, sales collateral and retirement-service focused microsites.

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Plan Types

Aspire provides solutions for all plan types—enabling you to maintain your clients and continue to serve them throughout their financial lifecycle. Auto-rollover and payroll deduct IRA options enable cost savings for employers with retirement savings benefits to employers. 403(b) and 457 services open doors to grow your business by servicing a range of organizations.

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Revenue Recapture

Aspire is committed to our core value to deliver a conflict-free platform. To that end, all revenue shared back from the plan's investments is returned to the plan. The plan sponsor chooses whether the revenue is used to fund an ERISA spending account to pay plan expenses or credit participants at the individual investment level.

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Relationships

Aspire works with a variety of strategic partners providing you the flexibility to configure the retirement options that your clients need—with no compromises! Select from six custodians, work with investment managers, include a fiduciary service provider, and use the TPA of your choice or select from Aspire's TPA network. Customize your plan or select a packaged solution—with Aspire you decide.

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Open Architecture

Aspire works with six different custodians, allowing us to offer truly unlimited choice in investments-over 25,000 options including ETFs, collective trusts, stable value funds and mutual funds. Our platform is conflict free because Aspire does not have proprietary investments or require the use of any particular investment option, and our pricing is independent of the investments use.

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Revenue Recapture

Conflict-free for choice and transparency

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Relationships

Networked for flexibility and simplicity

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Open Architecture

Freedom to build your best lineup

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5 Year Plan Management Cost Comparison
Year Aspire TPA Fees                 Aspire Custodial Fees      Aspire Recordkeeping Fees  Brand X TPA Fees            Brand X Custodial Fees        Brand X Recordkeeping Fees
Year 1
Year 2 5 5
Year 3
Year 4
Year 5