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Open-Investment Simplicity

It's uncomplicated. It's vital. It's about choice. It's the best way to build the right investment menu. Aspire's open-investment platform—InvestLink—links to thousands of investment choices. Each smart retirement solution is tailored to the needs of customers, participants and plan types. Having access to unlimited investment options, strategic partnerships and operational support—it's not hard to design a plan.

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Private-Label Branding and BPO

Maintain your brand image—and your clients' brand loyalty with Aspire. We are your partner your way. Build a personalized private-label branding solution from displaying a logo in a template—to implementing a fully customized Business Process Outsourcing (BPO) solution with your visual identity across web portals that reduces costs, alleviates risk, maintains control and grows your business.

Best-of-Breed Packaged Solutions

Industry leaders. Best-of-breed service providers. We establish strategic, collaborative relationships with top companies that share our commitment to deliver conflict-free investments and fee transparency—to develop pre-defined, cost-effective packaged solutions providing recordkeeping and plan processing for all plan types. It's not one size fits all—and it's not one company does it all.

Expand Your Business
with IRAs

Many states have started to mandate retirement coverage, while a majority of employers think providing a plan is too expensive. As an advisor, you are uniquely positioned to reach plan sponsors and expand your business with a compliance-driven, cost-effective solution—Individual Retirement Accounts. In the changing retirement landscape, IRAs are becoming a popular choice for employers who want to provide a retirement plan for their workers while keeping costs down. Partner with Aspire to build flexible, regulatory-compliant solutions for your business and make sure you and your clients are ready to adapt to the changing marketplace.

Payroll Deduction IRA – No cost for employers, no employer liability, available to all employees, works for any size business.

SIMPLE IRA – No administrative cost for employers, no filing requirements, higher contribution rates than Traditional or Roth IRA, requires employer contributions.