The Inspira Advantage
Inspira is the retirement industry's low-cost Auto Rollover provider. Since 2002, we have strived to make IRA rollovers easy for our partners and their clients while also providing our account holders with the tools to help them reach their retirement goals.
Inspira Client Testimonials
What do our satisfied customers have to say?
"When we compared Inspira to some of the other providers out there, we felt Inspira's technology was just much better. We felt that, to do IRAs in volume, Inspira was the only solution for us.
"With some of the other providers, we had to basically segment our IRA solution based on asset size. Whereas with Inspira, we were able to employ a one-stop solution across all IRA markets. We wanted to keep it all under one roof, and that's why we felt Inspira had the right solution for all of our IRA needs."Everyone that I've talked to internally - our team, the operations and processing and so on - everyone is extremely happy with Inspira. Inspira's team does a fantastic job. When we provide the data, Inspirahas the account up-and-running very quickly."
"Our firm subscribes to fiduciary prudent practices, and in placing the needs of the plan sponsor first, we used Inspira with a 2,500-person 401(k) plan that had about 300 low-balance terminated employees.
"Inspira did all of the work, was very easy to deal with, kept us informed of the process, and handled the rollovers seamlessly. Removing those terminated participants reduced the plan sponsor’s fiduciary liability, administrative time and expense.
"Moreover, from an advisory business perspective, it made no sense to leave less than 1/3 of one percent of the assets in the plan to possibly jeopardize the entire plan. We would highly recommend Inspira."
Keith Warmbein | AIF, PPC
"As a small TPA firm, we were looking to partner with an IRA provider to help us with the task of handling the automatic rollover functions for our plan sponsor clients. We felt that Inspira’s comprehensive approach to managing the entire process was the right choice in terms of costs and fiduciary risk management.
Their entire staff is extremely professional, service-oriented, and accommodating with respect to meeting each client’s specific needs. They do all of the work for us and are very successful in getting the terminated participant balances (large and small) distributed or rolled over to an IRA.
The process is very positive for all involved, including the terminated participants. Inspira’s services are of real value to our firm and our clients.
Joy Hodgson | CPC, QKA