Our proprietary conflict-free open-architecture platform serves all plan types [401(k), 403(b), 457, Defined 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