Why Choose Inspira?
Your firm can now deliver a broader menu of offerings without adding overhead. Furthermore, your small business clients can better attract and retain employees with Inspira's IRA-based retirement options that are more affordable than traditional 401(k) plans.
IRA-based Retirement Plans for Payroll Companies

IRA Programs for Accounting Professionals

In your accounting practice, it's your role to ask the difficult questions that can reveal opportunities to benefit your clients' businesses. You understand business cycles and deliver the technical excellence that helps your clients achieve success.

Adding our services to your menu helps you to become and even greater resource to those you serve. Inspira has a suite of IRA services that effectively expand your offering while providing annual referral fees for each IRA established by your clients. Tailored for businesses with 1-100 employees, you can now offer your clients a method of providing important retirement benefits to their staff.

  • Absolutely NO COST to you or your firm
  • Maximize revenue opportunities from your existing client base
  • Potential cross sell to clients without retirement offerings

It's easy to get started! Simply sign on as an Inspira referral source by calling 877.472.1872 or fill out an inquiry on our contact page. Inspira will supply you with all the marketing materials and support you need to make your program a success for you and your clients.

Your clients benefit from the robust program Inspira offers:

  • Ability to attract and retain talent with a less expensive yet robust retirement offering
  • Choose from professionally screened mutual funds selected for top performance, or
    choose your own funds
  • Low - or NO - annual account fee
  • FREE online investment tools
  • Access to secure account information online
  • Toll-free access to IRA professionals
  • Unlimited trades with NO trading fees - EVER!

Three types of Payroll Deduction IRAs provide your clients with the choices they need:

Standard Payroll Deduction: Designed for any size business looking to offer its employees a retirement plan with little investment of time or resources.

SIMPLE IRA Program: Created for employers with 100 or fewer employees.

SEP IRA Program: The perfect plan for self-employed individuals.

We also offer Private Label or Fully Customized Solutions. If you already have a book of IRA business, we may offer a better servicing and sales solution.

You know that efficiency your clients' bottom lines. At Inspira, we understand that your book of business is important to you. That's why you have our assurance that your clients will be handled with the same degree of respect, integrity, accuracy and care that they've come to expect from you.

To find out more about how Inspira's can benefit your business, give us a call.

1-877-472-1872