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Seattle Public Schools

ASPire Financial Services

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

ASPire Financial Services - 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 Landing Pages

Product and Fee Information

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

Marketing Information

Investment products of ASPire are marketed using the following approaches:

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.

 

ASPire Financial Services Plan Number

When contacting ASPire or its local contacts, have ready your SPS - ASPire Financial Services PLAN OR GROUP NUMBER: 9072

SPS Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

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 SPS 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

SPS 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 .

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)

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact ASPire to request your form.