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866.634.5873

Aspire Financial Services
813.874.0671

The following year-end deadlines are quickly approaching:

Safe Harbor Plans – All on-boarding paperwork including the executed signature package must be received by Aspire ‘in good order’ by Friday, August 31, 2018 for the October 1, 2018 deadline.

Conversions to Aspire – All on-boarding paperwork including executed signature package must be received by Aspire ‘in good order’ by Monday, October 15, 2018 for January 1, 2019 effective date.

Start-ups (new plans) – All on-boarding paperwork including the executed signature package must be received by Aspire ‘in good order’ by Thursday, November 15, 2018 for January 1, 2019 effective date.


Reminder: Participant Fee Disclosure Notifications

Rule 408(b)(2) requires Covered Service Providers (CSPs) to provide to plan fiduciaries specific information on the services they provide and the compensation they receive for those services. These CSPs include ERISA fiduciary service providers, investment advisors, recordkeepers, brokers, TPAs, attorneys, actuaries and certain others.

Rule 404(a)(5) requires the plan administrator of participant-directed plans to provide participants with sufficient information to make informed decisions for their accounts. Distribution of the 404(a)(5) Participant Disclosure Notification is required once every 12 months.

Information is available in the Reports section of InvestLink.