investlink.aspireonline.comRetirement Account

Loading... Aspireonline.com Resources Advisor/TPA Sales Portal (IDC) Contact Account Access Sign In Forgot your Password? Forgot your Login? (Participants Only) If you have been provided with instructions and your Plan ID , you can create your login here. Create Login Welcome to InvestLink SM Retirement Plan Account Access Enter your Username and Password to login and access your retirement plan information. Our goal is to make your experience easy and fulfilling. By logging in, you authorize the processing of all transactions placed during your session. Updates × Close InvestLink SM Highlight Video Click here to view how InvestLink delivers real-time, on-demand, full access to plan details, reports, fees, and investment tool. System Details × Our 3.1.0 release will include the following features: Enhanced Participant Account Security Two Factor Authentication now allows all users (Participants, Advisors, Sponsors and TPAs) the option to enable an additional level of security when signing into their account. Participant Statement - Improved Printing Capability: We have revised our participant statement print option to mirror the layout and design of the actual participant statement page. New! Call Center Support PIN Participants logging into their account will be presented with a Phone Support pop-up screen requiring them to specify a unique 4 -12 digit PIN. Platform Optimization: Plan Reporting Limits INCREASED: Sponsors, TPAs and Advisors can now run reports and extracts for up to 3,000 plans at one time. Platform Optimization: Job Queue and Contributions Home Page: We have made minor adjustments in these two functions in order to improve the overall user experience. Login for additional details of the 3.1.0 release. Close Assistance Contact your account representative for any needs with account activity. Customer Service 866.634.5873 Aspire Financial Services 813.874.0671 Reminder for ERISA Plans: 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. © Aspire Financial Services, LLC. InvestLink is a service mark of Aspire. All rights...