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403(b) Solutions for Healthcare

Regardless of their size, hospitals, medical centers, and other medical services groups can achieve major benefits from Aspire’s open-architecture technology, InvestLink. Aspire offers your advisor a wide variety of investments from which to choose, including mutual funds, exchange traded funds and socially responsible mutual funds. These investments are offered conflict free, with cost-effective transparent pricing.

If your institution offers more than one plan type, such as 403(b) and 401(a) plans, Aspire can provide the convenience and efficiency of mirroring the portfolio line-up.

Access to Top Investment Managers

InvestLink provides access to the industry's top investment managers. Using an investment manager can help you create a mutually beneficial relationship with participants/employees. Ongoing portfolio management, rebalancing, performance reporting or billing and collection of management fees are all performed by Aspire and the investment manager. The participant and advisor are responsible for selecting the most appropriate investment manager for participant accounts, monitoring the performance of the investment manager and managing the relationship with the investment manager.

Fund Search provides information about funds available through InvestLink. Some funds may be restricted by the plan sponsor and/or financial professional. Before selecting a mutual fund investment, participants/employees should check with the plan administrator or broker dealer to confirm if there are any restrictions.

Aspire offers other investment options that can be offered in the same account as the mutual fund option, so there is no need for a separate account.

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