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Aspire Financial Services Launches Enhanced 403(b) Enrollment Portal & Online Tools
  • USA - English


News provided by

Aspire Financial Services

Sep 08, 2014, 09:00 ET

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403(b) Enrollment Portal
403(b) Enrollment Portal

Enabling financial advisors to better help educators and other not-for-profit and government employees across America improve participation in the retirement programs offered by their employers.

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Tampa, Florida (PRWEB) September 08, 2014 -- Aspire Financial Services, a leading service provider of smart retirement solutions, is pleased to announce the launch of an enhanced 403(b) enrollment and client service portal. The 403(b) enrollment portal, located at aspire403b.com], will provide quick and simple navigation for 403(b) participants and advisors to access enrollment materials and plan information. This will enable financial advisors to better help educators and other not-for-profit and government employees across America improve participation in the retirement programs offered by their employers.

As an approved 403(b) vendor in more than 3,500 U.S. school districts, Aspire is one of the largest providers of retirement plan management solutions with extensive experience working with educators and school district officials and is familiar with the needs of these employer groups. The enhanced 403(b) enrollment portal features web-based search capabilities making it easier to locate a Plan, its fund options and associated Financial Advisors. The enhanced enrollment portal combined with Aspire’s 403(b) K-12 suite of solutions provides access to 403(b) plan information, configurable investment choices and a wealth of information on financial planning, as well as the ability to monitor financial performance through our online reporting tools and quarterly account statements – giving participants and advisors a one-stop-shop based on group type and needs.

According to Mark Luckinbill, Head of 403(b)/457 Markets, “Aspire is committed to investing in tools and technology that enable financial advisors to better assist the hundreds of thousands of educators and K-12 employees across America prepare for their retirement years. The enhanced 403(b) enrollment portal will deliver easier access to forms and documents through a tablet-friendly platform, making it easier for employees and their financial advisor to enroll in their employer’s plan.”

Aspire—Delivering Smart Retirement Solutions.
Aspire Financial Services, LLC is a leading service provider of smart retirement solutions. Serving the industry for over 12 years with a conflict-free, open-architecture retirement planning management system, Aspire offers the most extensive capabilities nationwide for all plan types [401(k), 403(b), 457, IRA, and Defined Benefit] and all retirement plan stakeholders. Aspire provides a best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label branding options through its proprietary technology platform and strategic partnerships. Aspire 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. To learn more about Aspire’s unique capabilities that deliver smart retirement solutions, visit https://www.aspireonline.com or call 866.634.5873.

# # #
Press Contacts
Aspire Financial Services
Shelia Reed, Chief Marketing Officer
813.517.0571
[email protected]

Vocus AE, Aspire Financial Services, +1 813-517-0571, [email protected]

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