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403(b) Solutions for K-12

Aspire is an approved 403(b) vendor in more than 3,500 school districts throughout the United States—making us one of the largest providers of retirement plan management solutions with extensive experience working with educators and school employees. We have over 3,000 K-12 payroll slots for advisors to work immediately with no appointment process.

Aspire’s 403(b) K-12 solutions feature web-based Plan SearchFund Search and Investment Firm Search capabilities. Aspire provides access to 403(b) plan information, investment choices and a wealth of information on financial planning, as well as the ability to monitor financial performance through quarterly account statements.

Tools for Participants/Employees

Secure retirement is a universal goal. Saving now is critical to accomplishing your objectives. Aspire provides access to plan information, investment choices and a wealth of information on financial planning. Quarterly account statements allow you to monitor your plan performance.

To get started and enroll, use Plan Search to locate your employer's plan and access plan materials. Each school district plan serviced by Aspire has a dedicated portal in Plan Search containing plan-specific information and materials such as application forms, loan and distribution forms.

Plan participants have the choice to work with an advisor or direct their investment themselves. Through our 403(b) Advisor Network, participants can locate an advisor who is focused on serving the special needs of 403(b) plans and has experience in working with Aspire ensuring that participants’ needs can be promptly serviced. To locate an advisor, use Plan Search to lookup your state and district and then select Find a Financial Advisor.

Fund Search provides information about funds available through InvestLink. Some funds may be restricted by plan sponsor and/or financial professional. Before selecting a mutual fund investment, check with your plan administrator or broker dealer to make sure if there are any restrictions.

Aspire has other investment options that can be offered in the same account as the mutual fund option, so there is no need for a separate account. Guaranteed Interest Accounts are available to participants who are working with a financial professional.

Education information and tools including FAQs and articles about retirement planning are available through the online Resource Center. For additional questions, contact Aspire's Client Services.

Tools for Advisors

Access to Top Investment Managers

  • Investment Firm Search
  • Resources on Demand
  • Financial Advisors: Use this tool to learn about the ways in which you can work with Aspire.

    Plan Participants/Plan Sponsors: Use this tool to determine the investment firms who have relationships with Aspire.

    For information on funds and investments, use the Fund Search tool.

  • Educational information and tools for FAQs and articles about retirement planning are available through the online Resource Center for participants and employers. The forms for each plan are in the dedicated plan portal accessible through the 403(b) Enrollment Portal.

Tools for TPAs

A commitment to technology and service is just one of the ways that Aspire is making it easy for plan providers to attract and retain clients. TPAs have complete online access to plan management functions that streamline operations and administrative tasks. For additional questions, contact Aspire's Client Services.

Tools for Plan Sponsors/Employers

  • Plan Search – Quick and easy access to 403(b) plan information for over 3,500 school districts or to find a 403(b) advisor.

  • Aspire’s 403(b) Enrollment Portal provides the effectiveness, flexibility and streamlined administrative processes that reduce paperwork and the manual processing associated with running a 403(b) plan, including:

  • ▪  Request a proposal
    ▪  Access sales materials and forms
    ▪  Link to sales and service teams
    ▪  Customize choices
    ▪  Access private-label branded materials

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