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Philomath School District 17J

ASPire Financial Services
(aka: ASPire)

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:

  • 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) - Philomath School District 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 Philomath School District - ASPire Financial Services GROUP NUMBER: To Be Determined

Philomath School District EIN

When contacting ASPire or its local contacts, you may require the Philomath School District EIN: 936000208

Philomath School District 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 Philomath School District list of authorized vendors.

Request Additional Information from ASPire Financial Services

Contact ASPire directly if you have additional questions about ASPire products or services.

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

Employer Minimum Contribution

Philomath School District 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 .

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.

Philomath School District Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Philomath School District 403(b) Plan and much more on the Philomath School District Information Page, available by clicking here.