Introduction
Aspire Financial Services
www.aspireonline.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #33 | $17,646 | |||
401(k) | $10,130* | |||
403(b) | $3,771 | |||
457 | $279 | |||
NQDC | $2,831 | |||
All Other | $635 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #35 | 310,535 | |||
<$10MM | 263,212 | |||
$10MM – $50MM | 37,696 | |||
>$50MM – $200MM | 8,233 | |||
>$200MM – $1BMM | 1,394 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | No |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Many - contact provider for a complete list of options |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Proprietary system |
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*Due to reporting limitations, total reflects an aggregation of 401(k), money purchase, and profit sharing plans. †Data has been updated/revised since initial publication in PLANSPONSOR magazine. |