ASPIREONLINE.COM. Guide to the New Website
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- Rudolph Watson
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2 Aspire User Login:... 3 Products + Literature: (k) Documents: (b) Documents: Documents:... 5 IRA Documents:... 5 Form Library:... 5 News & Events:... 6 Contact Us:... 6 Careers:... 7 Services:... 7 Technology:... 8 Experience:... 8 Aspire 401K:... 9 Aspire 403B:... 9 Aspire IRA: Aspire MorningStar: Aspire Website Flowchart: aspireonline.com 2
3 ASPIRE USER LOGIN Recordkeeper Provider Investment firm Advisor Sponsor Participant Go to Choose login Choose a user from the left and login Go to Choose login Choose a user from the right and login with your username and password NOTE: All usernames and passwords This takes you to rks with your username and password This takes you to InvestLink, formally know as RKS remain the same PRODUCTS + LITERATURE 401(k) products 403(b) products 457 products IRA products Go to Click on the Plan types tab Information about Aspire services by plan type Select RESOURCES Select FOrms Library. Forms, Go to Choose PRODUCTS + LITERATURE Click on the plus button next to each product for an overview and product description program material and guides filtered by plan type. Or choose Investdesign center Sales and marketing materials, forms for advisors and TPAs Select FOrms Library. Forms, program material and guides filtered by plan type. aspireonline.com 3
4 401(k) documents 401(k) Rpma Proposal Aspire Statement RPMA Plan Establishment Guide (Peg) Distribution Guide Go to Choose Resources Select 401(k) forms library from the category filter NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center Go to Choose login Choose 401(k) documents 403(b) documents 403(b) Fundsource Proposal Aspire Statement Plan Establishment Guide (Peg) NonERISA Account Application Exchange/Transfer/Rollover Request Distribution Guide Loan Guide Account Permission Form Broker Dealer Change Form Go to Choose login Choose 403(b) DOCUMENTS Go to Choose Resources Select 403(b) forms library from the category filter NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center aspireonline.com 4
5 457 documents 457 Proposal Aspire Statement Plan Establishment Guide (Peg) Enrollment Form Exchange/Transfer/Rollover Request Distribution Guide Loan Guide Account Permission Form Broker Dealer Change Form NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center Go to Choose login Choose 457 documents Go to Choose Resources Select 457 forms library from the category filter IRA documents Iras at Aspire Mg Trust Forms Td Ameritrade Forms Benefit Trust Forms Go to Choose login Choose IRA DOCUMENTS Go to Choose Resources Select IRA forms library from the category filter NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center aspireonline.com 5
6 EVENTS + S News Upcoming Holiday Closures Aspire Training Schedule Go to The fifth option in the main navigation Go to Choose EVENTS + S is news & events tab Press releases Byline articles Aspire events Conferences NOTE: Now known as News & Events CONTACT US Company Addresses Phone Numbers Addresses Go to Click the Contact TAB Go to Choose CONTACT US NOTE: Now known as Contact aspireonline.com 6
7 CAREERS Upload/ Resume Go to Scroll to the very bottom of tthe Go to Choose CAREERS page below the Follow Us Aspire Newsletter InvestDesign Center Look under Quick Links at the bottom of the page Select Careers SERVICES Overview Tpa Ria Cpa Broker Go to Choose our story Select who we serve, how we Go to Choose SERVICES Choose the Service Provider serve and what We offer aspireonline.com 7
8 TECHNOLOGY System Overview Plan Provider Plan Advisor Investment Firm Plan Sponsor Plan Participant Go to Choose the third option in the Go to Choose TECHNOLOGY Choose the User Level/Gateway main navigation partners & solutions Select technology EXPERIENCE About Us How We Work Corporate Brochure Corporate Video Go to Choose the first option in the main navigation Our story Select How we serve Go to Choose EXPERIENCE aspireonline.com 8
9 ASPIRE 401(k) Participant Login Employers Login Go to Scroll down to the block menu items and choose participants / employees or plan sponsors / employers NOTE: will automatically redirect to the participant page. Go to Under Participant Login, Enter Account Number & Password Under Employers Login Here, Enter Username & Password ASPIRE 401K Sponsor HowToHelp Go to Choose resources Select forms library Select 401(k) from the category filter Go to Choose EMPLOYER LOGIN HERE Choose Click Here For Step ByStep Instructions On HowTo Select A Topic aspireonline.com 9
10 ASPIRE 403B Employee Login Employer Login Advisor Login Investment Firm Login Tpa/Administrator Login Go to Select Login Go to or Aspire403b.com NOTE: will automatically redirect to the K12 page for 403(b) plans. Choose User Login Under Employee Login, Enter Account Number & Password For All Other Users, Enter Username & Password User portal logins: Employee Login Employer Login Advisor Login Investment Firm Login TPA Administrator Login Plan and search tools: Plan Search Find a Financial Advisor Fund Search Investment Firm Search ASPIRE 403B Dedicated Plan Website Go to From the plan types dropdown menu select 403(b) Plan Select K12 Plan Search Go to or NOTE: will automatically redirect to the K12 page for 403(b) plans. Aspire403b.com Choose Plan Search Go To Find Your Plan Step 1: Choose Your State>Click Next Step 2: Choose Your District>Click Next Find a Financial Advisor is now 403(b) Advisor Network Mutual Fund Query is now Fund Search Investment Firm Search aspireonline.com 10
11 ASPIRE 403B Mutual Fund Query Go to Choose plan types Select 403(b) Plan Fund search is available from the Go To or NOTE: Mutual Fund Query is now Fund Search Aspire403b.com Choose Available Investments Type Ticker Symbol >Click Find Fund or Select A Fund By Fund Family >Click Find Fund Click the Ticker Number following pages: K12 Higher Education Faith Based Healthcare Nonprofit ASPIRE 403B Forms Library Go to Choose resources Select forms library Select 403(b) from the category filter Go To or Aspire403b.com Choose Employers or Advisors or Tpa Under Quick Links, Choose Forms Library aspireonline.com 11
12 ASPIRE IRA Advisor Login Sponsor Login Participant Login Go to Click Login Go To Aspireira.com Choose User Login Enter Username & Password ASPIRE IRA Documents Go to Choose resources Select forms library Select IRA from the category filter Go To Aspireira.com Choose Documents aspireonline.com 12
13 Aspire Morningstar Participant Login Sponsor Login Advisor Login Investment Firm Login Provider Login No Change Go To Choose Login Under Employee Login, Enter Account Number & Password For All Other Users, Enter Username & Password Go To Choose Login Under Employee Login, Enter Account Number & Password For All Other Users, Enter Username & Password aspireonline.com 13
14 HOMEPAGE User Types TPAs Plan Sponsors/ Employers Advisors Participants/ Employees Strategic Partners InvestDesign Center HOMEPAGE Slideshows Our Story Plan Types Partners & Solutions Resources News & Events Contact HOMEPAGE Featured Products Open Architecture Simplicity Single Threaded Customer Service PrivateLabel Branding aspireonline.com 14
15 Aspire Delivering Smart Retirement Solutions Aspire Financial Services, LLC is a leading service provider of smart retirement solutions. Serving the industry for over 12 years with a conflictfree, openarchitecture retirement planning management system, Aspire offers the most extensive capabilities nationwide for all plan types [401(k), 403(b), 457, IRA, and Defined Benefit] and all retirement plan stakeholders. Aspire provides a bestinclass technologyenabled portfolio of predefined or highly customizable smart retirement solutions with privatelabel branding options through its proprietary technology platform and strategic partnerships. Aspire links the retirement planning community together to deliver smart solutions for any plan type independent of average account balance or plan size enabling our partners and customers with strong economic value and competitive advantage through a costeffective transparent pricing structure and fully built operational model. To learn more about Aspire s unique capabilities that deliver smart retirement solutions, visit or call n Tampa, FL Office 4010 Boy Scout Blvd., Suite 500 Tampa, FL Denver, CO Office West Bayaud Ave., Suite 250 Lakewood, CO Aspire Financial Services, LLC. InvestLink, Definitive Disclosure and InvestDesign Center are servicemarks of Aspire. All rights reserved.
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