ASPire Financial Services (aka: ASPire) - General Status
On 1/7/2010 403b ASP (401k ASP, DBA 403b ASP) became ASPire Financial Services.
Please note: If you wish to open an account at ASPire, please reference the Plan Number. If there is no plan number listed, please contact CCC for assistance.
ASPire Financial Services (aka: ASPire) Web Homepage
ASPire has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by ASPire, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by ASPire to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
ASPire offers the following type of 403(b) investment option:
- 403(b)(7) Custodial Mutual Funds (No-Load)
- 403(b)(7) Custodial Mutual Funds (Load)
- 403(b)(7) Custodial Mutual Funds (Deferred Sales Charges)
- End of List
Roth 403(b) Contribution Policy
ASPire accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.
Investment products of ASPire are marketed using the following approaches:
- End of List Declared by ASPire
Helpful Employee Resources
ASPire provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with ASPire, please visit our General ASPire Financial Services Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
ASPire Financial Services has supplied the following forms which may be PDFs or online submittals:
Please contact ASPire to request any other type of forms you might need.
Employers for which ASPire Financial Services (aka: ASPire) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans ASPire holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans ASPire holds an Inactive Payroll Slot:
Employers for which ASPire is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans ASPire is eligible to receive exchanges, transfers, and rollover contributions because ASPire has signed
CCC's Umbrella Information Sharing Agreement:
Employers for which ASPire is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans ASPire is classified as an Orphaned Vendor:
Employers for which ASPire is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where ASPire is a Deselected Vendor.
Employers for which ASPire is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans ASPire is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans ASPire is classified as a Grandfathered Exchange Vendor: