Aspire Enhances 403(b) Enrollment and Service Portal

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.
Reported by PLANADVISER staff

The 403(b) enrollment portal, located at https://www.aspire403b.com/, will provide quick and simple navigation for 403(b) participants and advisers to access enrollment materials and plan information, the firm says.

The enhanced 403(b) enrollment portal features web-based search capabilities making it easier to locate a plan, its fund options and associated financial advisers. 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 information about financial planning, as well as the ability to monitor financial performance through Aspire’s online reporting tools and quarterly account statements.

According to Mark Luckinbill, head of 403(b) and 457 markets at Aspire, “The enhanced 403(b) enrollment portal will deliver easier access to forms and documents through a tablet-friendly platform, making it easier for employees … to enroll in their employer’s plan.”

Aspire is an approved 403(b) vendor in more than 3,500 U.S. school districts. The company says the enhanced enrollment portal is for school districts as well as other governmental employers and nonprofits.

Tags
403b, 457, Enrollment participation,
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