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We are Practitioners

&

Technology Innovators

Building an ecosystem for investors to use retirement plan funds to make private alternative investments in an easy, and compliant way.

 

 

SERVICES

PERMISSABILITY

 

Talk over your investment plans with one of our qualified consultants and we'll make sure your plan is staying within the rules set out by the IRS and Department of Labor.

PLAN CREATION

 

We help you to adopt a Solo 401(k) plan for your business or solo proprietorship.

REPORTING 

 

Simply respond to Aspira's occasional questionnaires and we will keep you on track for any reporting requirements your plan may require.

PLAN TERMINATIONS

 

We're experts in filing the necessary paperwork to terminate and transition out of your old plans.

DOCUMENTATION

 

We create your plan document, acceptance letter, trust agreement, in-plan Roth conversion directive, participant loan agreement, loan amortization schedule, and other documents your plan may need.

PLAN DESIGN AND PLANNING

 

If we don't have the perfect solution for you here at Aspira, we'll refer you to the service provider who does.

VALUATIONS

 

We are qualified third party valuation experts who can provide asset fair market valuations for distributions, Roth conversions, and QDROs.

IRS REQUIRED AMENDMENT LIST REVIEWS

 

We will bring your plan into compliance with the Required Amendments List of qualifications. 

 

BRAND PROMISE

Aspira promises you the ability to balance your retirement plan portfolio your way by adding high-performance investment
opportunities in both marketable securities and alternative investment choices.

NEW ACCOUNTS BY INVITATION ONLY

 
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Reach out to us for PRICING

Being Creative

PLAN CREATION

Single fee for establishing the plan and an ongoing annual fee

Creative Design

REPORTING

Fee for FORM 5500/990T

 

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PLANNING

INCLUDED IN SERVICE

NO - TRANSACTION / PER ASSET / PERCENTAGE OF  PLAN VALUE / OR OTHER HIDDEN FEES
TURNKEY WITH VERY LITTLE EFFORT ON YOUR PART
YOU'LL HAVE QUESTIONS, AND WE'LL HAVE ANSWERS
 

CONTACT
ASPIRA

OUR ADDRESS

6106 Mill Rd, Ronkonkoma, NY 11779

Email: help@aspira401k.com
Tel:  (951) 643-3611

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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