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ASPire Financial Services
(aka: ASPire)
Vendor General Information

This Vendor Page has not been approved by ASPire Financial Services,
but the information provided should be useful to you.

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 .

Product Information

Click the link(s) below for information on ASPire investment products:

Fee Information

Click the link(s) below for information on the fees associated with ASPire accounts:

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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)
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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.

Marketing Information

Investment products of ASPire are marketed using the following approaches:

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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.

Vendor Forms and Online Submissions Links

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:

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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:

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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.

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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:

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Important: The list below represents those Employers in whose 403(b) Plans ASPire is classified as a Grandfathered Exchange Vendor:

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