This month, our clients with Aspire 457, 403(b), SIMPLE IRA, SEP IRA, 401(k), and IRA accounts have a lot of exciting changes to learn about!

In addition to the major recordkeeping and client website improvements that went online on December 3rd, here’s what we’re doing for you by the end of the year:

  • We’re making significant changes to our Model portfolios, always seeking to lower investment costs, improve volatility and improve ongoing performance.
  • We’re adding quarterly rebalancing to all client accounts (right now we automatically rebalance once per year). This will help you “capture your wins” on stock funds more often, and “downshift” them into less volatile investments.

Here’s what you need to do:

  1. Watch for an instructional email from Aspire, telling you how to log in to the new website.
  2. Log on to the new Aspire website.
  3. Contact Aspire directly if you have any login problems.
  4. Reach out to us if you have questions about your investments.