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Plan Sponsors / Employers

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Smart Retirement Solutions for Plan Sponsors / Employers

Whether your plan is large or small, established or just starting, Aspire has the expertise across all plan types to deliver smart solutions for your retirement plan. Taking into account your concern regarding costs that reduce the benefits available for each participant at retirement, we design our solutions with cost-effective transparent pricing and features that enable full disclosure to participants. Our team works with your advisor and plan service providers to deliver outstanding service to your plan and its participants.


Open-Architecture Capabilities

Our proprietary conflict-free open-architecture platform serves all plan types [401(k)403(b)457Defined Benefit, SEP and SIMPLE IRAs, and MEP] and allows your financial advisor the flexibility to build your plan from a choice of more than 25,000 investment options. Aspire delivers full fee transparency with our Definitive Disclosure feature for fee disclosure, as well as a full suite of reports for you and your participants.

Aspire works with five trusted custodial partners: Matrix (MG Trust), TD Ameritrade (TDAT), Schwab Trust (CSTC), Benefit Trust (BTC), and Mid Atlantic Trust (MATC).

Investments available through partner custodians:

  • Mutual funds
  • Exchange traded funds (ETFs)
  • Stable value funds
  • Collective trusts
  • Self-directed brokerage accounts
  • Target date funds
  • Plan-level model portfolios

Tools and Service Increase Efficiency

We are committed to consistently delivering smart tools to help plan sponsors successfully manage retirement plans. You can be confident that you and your participants will receive accurate, timely and efficient service from an experienced team fully trained to handle your needs.

  • Easy, 365-day access to your retirement plan details, reports and fees through the sponsor portal
  • Your plan participants have on-demand access to their account details, balances and information on their plan investments
  • Professionally trained Call Center Specialists available Monday through Friday from 8 a.m. – 8 p.m. ET
  • Comprehensive training guides and tutorials are available to assist you and your plan participants learn the Aspire system
  • Your plan participants have access to a full menu of investor education tools, including FAQs, articles, calculators, and tutorials, to help them get started, understand investment options, and navigate the waters as they approach retirement—located on our Resource Center