Defined Benefit Plan

Smart Retirement Solutions for Defined Benefit Plans

  • Get end-to-end technology-enabled retirement plan management.
  • Handle the records of Defined Benefit plans easily.
  • Build plans from a wide range of investment options and selection by leading custodial partners.  

Aspire delivers a full suite of smart retirement solutions for all Defined Benefit plan types. Our conflict-free open-architecture platform is designed to work with the varied payout requirements for all Defined Benefit retirement plans.

 Smart retirement solutions respond to market needs

Being a leader in the industry means monitoring issues and trends—and knowing how to respond and deliver smart retirement solutions that address what the market needs and how to grow business within the changing retirement landscape. Aspire understands and knows how to:

  • Deliver significant tax savings through defined benefit plans combined with 401(k) plans
  • Serve virtually any defined benefit plan configuration
  • Facilitate the process of freezing defined benefit plans and converting to a 401(k) plan
 Linking people, investments and technology


It’s all done online and on demand. It’s an innovative technology-enabled platform that links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model.

It’s all done through InvestLink Aspire’s conflict-free open-architecture investment platform that links to more than 25,000 investment options enabling the ultimate in flexibility and customization for plan design for our TPAs, advisors, plan sponsors and participants for Defined Benefit retirement plans.



Link people, investments and technology

It’s all done online and on demand. It’s an innovative technology-enabled platform that links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size—enabling our partners and customers with strong economic value and competitive advantage through a cost-effective transparent pricing structure and fully built operational model.

It’s all done through InvestLinkSM Aspire’s conflict-free open-architecture platform that links to more than 25,000 investment options enabling the ultimate in flexibility and customization for plan design for our TPAs, advisors, sponsors and participants for Defined Benefit retirement plans.


Customized Solution Design

Aspire can build cost-effective, customized smart retirement solutions that allow advisors and TPAs to build the configuration that is just right for each plan design. Options range from passive to active management strategies and from big to boutique fund managers—all at the lowest possible cost.


Private-Label Branding

Aspire offers a flexible Private-Label Branding program featuring customization options that allow outsourced retirement management services to be seamlessly
integrated into a company-branded solution. 

InvestDesign Center

The InvestDesign Center is the premier online destination for TPAs and advisors to:

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

Resources on Demand

Aspire’s online Resource Center provides participants, plan sponsors and advisors with learning tools to assist in planning and saving for retirement. The information provided is for individual use and may also be adapted as part of a financial learning curriculum for online or on-site training.

 

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