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 Homepage may be accessed here .
Click the link(s) below for information on ASPire investment products:
Click the link(s) below for information on the fees associated with ASPire accounts:
403(b) Investment Options
ASPire offers the following type(s) 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 (aka: ASPire) - Bend-La Pine Schools Status
This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.
ASPire Financial Services Plan Number
When contacting ASPire or its local contacts, have ready your Bend-La Pine Schools - ASPire Financial Services GROUP NUMBER: To Be Determined
Bend-La Pine Schools EIN
When contacting ASPire or its local contacts, you may require the Bend-La Pine Schools EIN: 936000393
Bend-La Pine Schools Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for ASPire on Bend-La Pine Schools list of authorized vendors.
Request Additional Information from ASPire Financial Services
Contact ASPire directly if you have additional questions about ASPire products or services.
ASPire has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
ASPire Financial Services has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Bend-La Pine Schools 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).
Employer Minimum Contribution
Bend-La Pine Schools
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
ASPire Financial Services
does not require any monthly contribution amount
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.
Bend-La Pine Schools Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Bend-La Pine Schools 403(b) Plan and much more on the Bend-La Pine Schools Information Page, available by clicking here.