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Philomath School District 17J

ASPire Financial Services

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

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.

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

If available, CCC has linked the vendor's educational resources below:

  • ASPire 403(b) Consumer Education Page
  •  

    Philomath Status

    This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

    Philomath Plan Number

    When contacting ASPire to open an account, please reference Plan Number: To Be Determined

    Philomath Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

    ASPire offers the following type(s) of 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)

    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.

    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.