Inspira Updates Fund Options in its IRA Rollover House Brand

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Inspira announced three changes to the mutual fund options in its Total IRA program, utilized primarily for automatic IRA rollovers and plan termination rollovers.

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Inspira announced changes to Total IRA, its Automatic Rollover house brand.

This is simply part of our on-going commitment to our accountholders.

Service provider Inspira announced changes to the mutual fund options in its Total IRA program, utilized primarily for automatic IRA rollovers and plan termination rollovers.

The 3 new funds – Columbia Contrarian Core Z, American Century Disciplined Growth A, Nuveen Mid Cap Index R3 and Ivy Small Cap Growth A – were screened by an independent third-party investment research consultant commissioned by Inspira to select and monitor the investment options for Total IRA.

All Total IRA funds are screened for performance against their peers over 3-and 5-year periods. They also meet manager tenure and expense screens. All Target Date Funds in Total IRA have a $1,000 initial minimum, while all other funds have no initial or subsequent minimum investment requirement.

“Funds in Total IRA are monitored year round to ensure that account holders have quality investment options,” said Lowell Smith, President of Inspira. “Having an independent investment research firm provide monitoring support and participant education materials provides an added layer of security. These new funds are simply part of our on-going commitment to our individual account holders.”

Total IRA was created for Retirement Professionals that want to provide their clients with an effective IRA Rollover solution while also giving their former participants a high quality retirement vehicle.

The Total IRA program, introduced by Inspira in 2010, features more than 30 mutual fund options as well as an interactive investment guide to help participants make investment decisions. The program also features unlimited free trading, online self-direction and toll-free access to Inspira’s trained IRA professionals.

About Inspira: Based in Pittsburgh, PA, Inspira was founded in 2002 and provides Automatic IRA Rollover and Plan Termination services to bundled providers, record keepers, third party administrators, financial advisors and employers.

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Mark Fleckenstein
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