About Us



Your Vendor/Recordkeeper: ASPire


SERVICE
Our employees have a commitment to serve as advocates for participants to help them reach their retirement goals. To assist our clients we maintain a professional trained Retirement Services Call Center. The call center hours of operation are 8:00 AM to 8:00 PM EST.

TECHNOLOGY
Our platform was designed for the Internet - not adapted to it. Built using the most advanced technologies, we have created an elegant, comprehensive online user experience that blends reliability, simplicity, and integrity. We apply high standards in protecting the confidentiality of your participants’ information. For site security the system utilizes SSL with 128-bit encryption for all data transmitted and employs firewall software programs that monitor network traffic.

EXPERIENCE
Our company formed in 2001 to create a better environment for the operation of retirement plans. To date, we are servicing over 5,000 plans, 130,000 participants and over $4 billion in retirement assets. Our staff has an in-depth understanding of the retirement plan market and possesses a solid track record in the industry with decades of experience in plan administration, product development, information technology, and the servicing of retirement plan products.

For more information on ASPire, visit www.aspirefinserv.com.

Investment Advisor: CBIZ


Growth and Success. Efficiency and Profitability.

It’s likely these goals are top priorities for your business. It’s also likely that the daily distractions of financial, employee, and technology issues diminish your ability to focus on those goals.

CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances, employees, and technology systems.

CBIZ offers clients exceptional quality and diverse capabilities with the personal attention your business needs and deserves, all with a single focus: your success.

CBIZ has been serving corporate clients since 1984. We specialize in retirement plan consulting. As your Plan Investment Advisor + Co-fiduciary, services are always customized to fit your needs, which is why the services will complement your retirement plan services environment. We are driven to meet your and your participants’ needs—providing you with complete transparency, investment flexibility, proactive fiduciary oversight, effective plan operations, reduced risk and reduced plan expenses. Services include:

CBIZ is a National Organization with National Resources
  • A publicly traded company [NYSE:CBZ] with 5,000 employees in over 140 offices in major cities
  • Ranked ‘Best of the Best’, Plan Sponsor Magazine
  • Highly credentialed team dedicated to retirement plan consulting team
  • Depth of resources available to assist with plan compliance & oversight needs (in-house ERISA counsel, institutional and technical resources)

Investment and Risk Management Services
  • Fiduciary Oversight and Investment Management
  • Contractual fiduciary to your plan(s)
  • Formal Investment Committee Meetings/Reports
  • Investment Policy Reviews
  • Annual Plan Expenses Review & Benchmarking
  • Quarterly Performance Reports to Plan Sponsors
  • Proactive Recommendations
  • Interim reporting, such as fund news & updates are provided to Committee and Participants
  • Continual evaluation of 25 performance, risk and operations investment manager metrics

Plan Participant Investment Advice (Investment Tools) & Investment Education Services
  • On-line plan participant investment tools, contribution advice, investment advice, education and plan specific information for New and Current participants
  • Annual home-delivered, customized plan investment advice for your participants
  • Bilingual employee education meetings and materials are always available

For more information on CBIZ, visit www.cbiz.com/retirement.

TPA Network


ASPire’s TPA Network offers its members a reliable, high-quality alternative platform that compliments in-house resources of each firm. Our goal is to: differentiate ourselves and our TPA alliance partners in the marketplace, deepen relationships with clients, and reinforce the compelling reasons plan sponsors choose third party administrators for their retirement plan needs.

ASPire provides its growing network of TPAs with extensive resources and materials including:
  • Plan referral program
  • Advanced recordkeeping platform
  • ASPire’s Open Architecture Plus investment options
  • Advisor support education and tools
  • Detailed TPA plan reports
  • Proposals and RFP support
  • Dedicated conversion/implementation teams
  • Legislative and regulatory updates

TPA alliance partners have always been a key part of ASPire’s long-term strategy. Comprehensive recordkeeping services, backed by our competitive pricing and flexible service models, are designed to help TPAs grow their business by making them an even more compelling solution in today’s retirement marketplace.