Lowell Smith

Lowell Smith

President, InspiraFS, Inc.

Greater Pittsburgh Area

Current
Past
  • Director of Research at Access Data
  • President at Service Provider Solutions
  • President at Worldwide Employee Benefits Network
Education
  • Pennsylvania State University
  • Catawba College
Connections
173 connections
Industry
Financial Services
Websites

Lowell Smith’s Summary

I am founder and President of InspiraFS, Inc. (Inspira), a firm the provides recordkeeping services for Individual Retirement Accounts (IRAs). The Inspira white label solution enables financial services organizations such as payroll providers, 401(k) plan recordkeepers, and banks to eliminate a cost center while enhancing or establishing an IRA product resulting in additional profits. The IRA accounts are the client's, and the website, call center and statements are branded to its unique IRA program.

The goal of Inspira is to address the needs of financial organizations and the growing numbers of IRA customers as this type of retirement plan become the most predominant in the industy. Through this IRA-centric solution, we are able to specifically address the income replacement and estate planning concerns of individuals preparing for retirement.

Lowell Smith’s Specialties:

My expertise involves evaluating, researching and creating products and services that meet the needs of my clients and ultimately their clients.

Management consulting, retirement plan compliance, product development, technology utilization and business analysis are my major areas of person expertise.


Lowell Smith’s Experience

  • President

    InspiraFS, Inc.

    (Financial Services industry)

    November 2007Present (2 years 1 month)

  • Director of Research

    Access Data

    (Privately Held; 51-200 employees; Information Technology and Services industry)

    June 2003November 2007 (4 years 6 months)

  • President

    Service Provider Solutions

    (Financial Services industry)

    September 2001November 2007 (6 years 3 months)

  • President

    Worldwide Employee Benefits Network

    (Human Resources industry)

    July 2004June 2006 (2 years )

  • Managing Director of Strategic Planning

    Invesmart

    (Financial Services industry)

    July 1999October 2001 (2 years 4 months)

  • Director of Operations Consulting

    BISYS Retirement Services

    (Public Company; 201-500 employees; BSG; Financial Services industry)

    October 1997July 1999 (1 year 10 months)

  • President

    Retirement Benefits Plus

    (Financial Services industry)

    February 1996October 1997 (1 year 9 months)

  • Director of Compliance and Daily Recordkeeping

    MMC&P

    (Financial Services industry)

    May 1992November 1995 (3 years 7 months)

  • Senior Investigator

    Employee Benefit Security Administration, U.S. Department of Labor

    (Government Agency; 1001-5000 employees; Government Administration industry)

    July 1983May 1992 (8 years 11 months)


Lowell Smith’s Education

  • Pennsylvania State University

    MPA , Public Administration , 19821983

    Nominate and Accepted as Presidential Management Intern

    Activities and Societies:
    Congressional Fellow
  • Catawba College

    BA , Political Science , 19771981

    * Current Alumni Representative for the Class of 1981
    * Senator, Student Government Association
    * Editor of the Collegue Newspaper (Pioneer) 1980/1981
    * Chair, Catawba Chapter of North Carolina Student Legislature
    * Chair, State Legislative Liaison Comittee of the North Carolina Student Legislature
    * Varsity Baseball 1977/1978
    * Coach Intramural Sports including Women's Flag Football

    Activities and Societies:
    Alpha Chi, Phi Epsilon, Junior Marshall, Model United Nations Team, Political Science Club, Who's Who Among American Collegue and University Students 1981

Additional Information

Lowell Smith’s Websites:

Lowell Smith’s Interests:

Entreprenuerial activities, skiing, running, travel, wine, sports as a participant and coach, and public policy.

Lowell Smith’s Groups:

Member Northern Allegheny Chamber of Commerce
Chair of Legislative Action Committee Northern Allegheny Chamber of Commerce 1995-1997
Member, Worldwide Employee Benefits Network (WEB) 1994-Present
President, Pittsburgh Chapter of WEB 1999-1991
Board of Advisors, American Benefits Council 2000-2001
Board Member WEB, 2001-2008
President, WEB 2004-2006
Coach McCandless Baseball and NABA Basketball
Former Commissioner Girls NABA Basketball 3rd/4th Grade
McCandless Republican Committee Elected Member 1999-2007

  •    The Penn State Alumni Association
  •    Presidential Management Fellows
  •    Banking Connects
  •    Fund Administration
  •    401(k)
  •    PLANSPONSOR Groupies
  •    IRA - Individual Retirement Account
  •    North Allegheny High School Alumni
  •    Worldwide Employee Benefits
  •    ASPPA - American Society of Pension Professionals and Actuaries
  •    Catawba College Alumni
  •    Self Direct IRA Investor Exchange
  •    North Carolina Student Legislature
  •    Presidential Management Program
  •    HR.com
  •    401k TPA NETWORK
  •    Third Party Administrators of Employee Benefit Plans
  •    Invesmart Alumni
  •    Benefits
  •    The Committee for the Fiduciary Standard
  •    IRA Central
  •    Inspira - Driving IRA Revenue for You

Lowell Smith’s Honors:

Who's Who Among American College and University Students 1980/1981
Congressional Fellowship to the Pennsylvania State University, 1982-1983
Presidential Management Intern, U.S. Department of Labor
1983-1985


Lowell Smith’s Contact Settings

Interested In:

  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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