About Us



Money Manager: Morningstar


Morningstar Managed Plan Solutions provides all the benefits... of a sophisticated investment service—objective and independent research, strategic asset allocation, access to an extensive universe of mutual funds, and proactive portfolio management that responds to market trends and changing risk—but with a straightforward approach that makes sense.

Our Investment Philosophy


We invest for the long-term
Our goal is to maximize returns by tuning out the short-term noises that distract many investors. This approach requires patience and a disciplined commitment to a high level of fundamental analysis at the time we first make an investment and for as long as we own that investment.

We are independent thinkers
While it is easy to follow the crowd, it is rare to outperform it by chasing trends. Therefore, we avoid jumping on the latest bandwagon and confidently take positions outside of the mainstream.

We employ a disciplined, consistent investment process
Our decisions are based on our objective assessment of an investment’s merits based on thorough quantitative analysis. We marry this research with a qualitative overlay designed to provide investors with portfolios that are appropriate for their individual goals and risk tolerances.

We believe in active management
Outperforming passive index funds is no easy task and the vast majority of money managers fail to do so. We believe our discipline puts us in a select minority with the capacity to outperform over long-term periods with an active approach.

We are sensitive to costs
We understand the importance of costs and taxes and evaluate their impact across our strategies. For instance, when it comes to selecting individual funds, we not only pay attention to published expense ratios, but we also strive to understand the impact of hidden costs, such as those associated with day-to-day trading activity.

We invest our clients’ money as if it were our own
We only offer an investment strategy when we have a high level of conviction in its ability to add long-term value for clients. We will never offer a strategy because it is a good marketing idea; we are committed to only offering best-in-class investment strategies that embody the way we think and practice investment management.

We communicate in a timely and candid fashion
It is our belief that we must provide commentary on our portfolios in a consistent, easy-to-understand manner. We also provide full and fair disclosure about our investment strategies and the factors driving our positioning and performance.

MMPS BrochureManaged Plan Solutions is a comprehensive suite of investment services, providing much-needed unbiased, investment-related fiduciary support to plan sponsors and providing investment advice to their participants. We know that choosing appropriate investments for your plan is a daunting task. Managed Plan Solutions provides assistance on multiple levels—supporting both plan sponsors with their investment-related fiduciary responsibility and helping participants with their investment allocation decisions. As a result of providing these services, Morningstar Investment Services acknowledges and accepts its status as a fiduciary.

Download a copy of the Morningstar Managed Plan Solutions brochure

For more information on Morningstar, visit global.morningstar.com/ManagedPortfolios.

Your Vendor/Recordkeeper: ASPire


SERVICE
Our employees have a commitment to serve as advocates for participants to help them reach their retirement goals. To assist our clients we maintain a professional trained Retirement Services Call Center. The call center hours of operation are 8:00 AM to 8:00 PM EST.

TECHNOLOGY
Our platform was designed for the Internet - not adapted to it. Built using the most advanced technologies, we have created an elegant, comprehensive online user experience that blends reliability, simplicity, and integrity. We apply high standards in protecting the confidentiality of your participants’ information. For site security the system utilizes SSL with 128-bit encryption for all data transmitted and employs firewall software programs that monitor network traffic.

EXPERIENCE
Our company formed in 2001 to create a better environment for the operation of retirement plans. To date, we are servicing over 5,000 plans, 130,000 participants and over $4 billion in retirement assets. Our staff has an in-depth understanding of the retirement plan market and possesses a solid track record in the industry with decades of experience in plan administration, product development, information technology, and the servicing of retirement plan products.

For more information on ASPire, visit www.aspirefinserv.com.

TPA Network


ASPire’s TPA Network offers its members a reliable, high-quality alternative platform that compliments in-house resources of each firm. Our goal is to: differentiate ourselves and our TPA alliance partners in the marketplace, deepen relationships with clients, and reinforce the compelling reasons plan sponsors choose third party administrators for their retirement plan needs.

ASPire provides its growing network of TPAs with extensive resources and materials including:
  • Plan referral program
  • Advanced recordkeeping platform
  • ASPire’s Open Architecture Plus investment options
  • Advisor support education and tools
  • Detailed TPA plan reports
  • Proposals and RFP support
  • Dedicated conversion/implementation teams
  • Legislative and regulatory updates

TPA alliance partners have always been a key part of ASPire’s long-term strategy. Comprehensive recordkeeping services, backed by our competitive pricing and flexible service models, are designed to help TPAs grow their business by making them an even more compelling solution in today’s retirement marketplace.