Billi-Jo Walter
Retirement Plans Client Services Representative at Aspire Financial Services - Tampa, FL, US
Billi-Jo Walter's Colleagues at Aspire Financial Services
Billi-Jo Walter's Contact Details
866-634-5873
Aspire Financial Services
Billi-Jo Walter's Company Details
Linking people, investments and technology Aspire Financial Services, LLC delivers smart retirement solutions providing the most extensive capabilities nationwide for all retirement plan types [401(k), 403(b), 457, IRA, and Defined Benefit] without a required account balance or plan size. InvestLink, is our proprietary conflict-free open-architecture platform that links to thousands of non-proprietary investment options including ETFs, collective trusts, stable value funds and any share class of mutual funds, plus works with the leading custodians, offering virtually unlimited choice in investments. This enables the ultimate in flexibility and customization for TPAs, advisors, plan sponsors and participants. Aspire offers unlimited choices Aspire believes the right to choice is essential in selecting the right partners and solutions for retirement recordkeeping and all of the retirement plan services. Advisors and TPAs working with Aspire enjoy the flexibility to build a fully customized solution—selecting the best provider for each service area that includes a choice from 5 custodial partners—to the simplicity of end-to-end packaged solutions including strategist and fiduciary service options. Aspire offers fully integrated customized private-label branding solutions to customers who want to seamlessly integrate under their corporate identity. Branding options are flexible from simply displaying a logo to full customization with a customer's visual identity, including logo, colors, and messaging to maintain brand image and their clients' brand loyalty. Aspire's open-architecture solution has a cost structure with no hidden fees and charges the same competitive cost structure for each participant. The pricing model ensures that the plan recordkeeping costs remain fair and predictable. To learn more about Aspire's unique capabilities that deliver smart retirement solutions, visit www.aspireonline.com or call 866.634.5873.