Aspire 403b S 2017-2025 Form
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People also ask
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How much does aspire financial services charge?
Aspire charges a $40 annual custodial fee ($3.33 monthly) and a razor thin 15 basis point (bps) annual fee for recordkeeping; i.e., 0.15% of account value. Fees are charged to participants' accounts monthly.
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Is Aspire a broker dealer?
Aspire Private Capital, LLC (“Aspire”) is a registered investment adviser with the Securities and Exchange Commission and provides investment advisory services. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences.
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Did Aspire take over Franklin Templeton?
Franklin Templeton transferred all of their reporting responsibilities to Aspire Financial today. 30 May 2023.
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Who is Aspire Financial?
Aspire, a division of PCS Retirement, is the nation's largest independent recordkeeper serving K-12 retirement plans and provides access to smart retirement solutions for 403b, 457, and IRA plans.
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Can you withdraw from a 403b in service?
An in-service withdrawal is when you take money from your 403(b) while you still work for the employer that administers it. Most plans allow employees to take withdrawals from a plan once they signNow age 59 ½.
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How much does aspire 403b cost?
Fees FeeAmount/ PercentageWhen Applied Account Maintenance Fee $3.33 Monthly Distribution Fee $75.00 At the time funds are withdrawn Distribution Fee $10.00 At the time funds are withdrawn View Fee Details17 more rows
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What is aspire financial services?
Aspire is a leading service provider of retirement management solutions for all plan types independent of average account balance or plan size—offering the most extensive capabilities of customizable choices and transparent pricing through a proprietary, conflict-free open-architecture platform.
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