Corporate Retirement Plans

We understand the challenges that business leaders face when trying to attract and retain top employees. A strong retirement plan not only entices new hires, but it also encourages employees to stick with your company and invest in its success. If these are things you want for your company, Aspire Advisors is here to guide you through the process of designing and implementing effective retirement plans for your business, as well as provide ongoing support and education for you and your employees.

Aspire is a direct affiliate of Hamilton Cavanaugh & Associates. We have been providing employer-sponsored retirement and pension plans as well as executive compensation plans for over 25 years. We understand the complex corporate and fiduciary responsibilities of Plan Sponsors, along with the challenges involved in plan design, implementation, compliance, and administration. Our extensive experience and comprehensive solutions help employers navigate these challenges and meet their ongoing fiduciary obligations.

Core Plan Services

• Co-fiduciary investment advisor
• Consultation, development, and implementation of employer-sponsored retirement plans
• Development of executive compensation plans
• Establishment of a Recordkeeper Search (RFP/RFI)
• Customized marketing and communications service
• Compliance and testing support
• Compliance and support for 404(a)(5) and 408(b)(2) regulations

Fund Monitoring Services

• Selection and monitoring of funds in the investment menu
• Provision of custom Investment Policy Statement (IPS)
• Establishment of quarterly monitoring report based on IPS
• Quarterly investment committee meetings
• Fiduciary education services for Plan Sponsors
• Assessment of delivery fee and other expenses

Employee/Participant Services

• Employee retirement and investment education
• Customized employee plan materials
• Group enrollment meetings
• Employee orientation programs
• Individual employee meetings and support