ASPIREONLINE.COM Guide to the New Website Guide to the New Website Aspire User Login: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Products + Literature: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 401(k) Documents: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 403(b) Documents: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 457 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: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Aspire MorningStar:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Aspire Website Flowchart:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 2 ASPIREONLINE.COM Guide to the New Website ASPIRE USER LOGIN ■■ Recordkeeper ■■ Provider ■■ Investment firm ■■ Advisor ■■ Sponsor ■■ Participant ■■ Go to www.aspireonline.com ■■ Choose login ■■ Choose a user from the left and login CURRENT ■■ Go to www.aspirefinserv.com ■■ 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 NEW remain the same PRODUCTS + LITERATURE ■■ 401(k) products ■■ 403(b) products ■■ 457 products ■■ IRA products ■■ Go to www.aspireonline.com ■■ Click on the Plan types tab ■■ Information about Aspire services by plan type ■■ Select RESOURCES ■■ Select FOrms Library. Forms, CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose PRODUCTS + LITERATURE ■■ Click on the plus button next to each product for an overview and product description NEW ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. 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 | Guide to the New Website 3 ASPIREONLINE.COM Guide to the New Website 401(k) documents ■■ 401(k) Rpma Proposal ■■ Aspire Statement ■■ RPMA Plan Establishment Guide (Peg) ■■ Distribution Guide ■■ Go to www.aspireonline.com ■■ Choose Resources ■■ Select 401(k) forms library from the CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose login ■■ Choose 401(k) documents ■■ NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center category filter NEW 403(b) documents ■■ 403(b) Fundsource Proposal ■■ Aspire Statement ■■ Plan Establishment Guide (Peg) ■■ Non-ERISA Account Application ■■ Exchange/Transfer/Rollover Request ■■ Distribution Guide ■■ Loan Guide ■■ Account Permission Form ■■ Broker Dealer Change Form ■■ Go to www.aspireonline.com ■■ Choose Resources ■■ Select 403(b) forms library from the CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose login ■■ Choose 403(b) DOCUMENTS category filter NEW ■■ NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 4 ASPIREONLINE.COM Guide to the New Website 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 www.aspireonline.com ■■ Choose Resources ■■ Select 457 forms library from the CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose login ■■ Choose 457 documents category filter NEW IRA documents ■■ Iras at Aspire ■■ Mg Trust Forms ■■ Td Ameritrade Forms ■■ Benefit Trust Forms ■■ Go to www.aspireonline.com ■■ Choose Resources ■■ Select IRA forms library from the CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose login ■■ Choose IRA DOCUMENTS category filter NEW ■■ NOTE: Proposals may be requested through the Proposal Generator in the InvestDesign Center ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 5 ASPIREONLINE.COM Guide to the New Website EVENTS + NEWS ■■ News ■■ Upcoming Holiday Closures ■■ Aspire Training Schedule ■■ Go to www.aspireonline.com ■■ The fifth option in the main navigation CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose EVENTS + NEWS NEW is news & events tab - Press releases - Byline articles - Aspire events - Conferences ■■ NOTE: Now known as News & Events CONTACT US ■■ Company Addresses ■■ Phone Numbers ■■ Email Addresses ■■ Go to www.aspireonline.com ■■ Click the Contact TAB CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose CONTACT US NEW ■■ NOTE: Now known as Contact ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 6 ASPIREONLINE.COM Guide to the New Website CAREERS ■■ Upload/Email Resume ■■ Go to www.aspireonline.com ■■ Scroll to the very bottom of tthe CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose CAREERS NEW 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 www.aspireonline.com ■■ Choose our story ■■ Select who we serve, how we CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose SERVICES ■■ Choose the Service Provider serve and what We offer NEW ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 7 ASPIREONLINE.COM Guide to the New Website TECHNOLOGY ■■ System Overview ■■ Plan Provider ■■ Plan Advisor ■■ Investment Firm ■■ Plan Sponsor ■■ Plan Participant ■■ Go to www.aspireonline.com ■■ Choose the third option in the CURRENT ■■ Go to www.aspirefinserv.com ■■ Choose TECHNOLOGY ■■ Choose the User Level/Gateway main navigation partners & solutions ■■ Select technology NEW EXPERIENCE ■■ About Us ■■ How We Work ■■ Corporate Brochure ■■ Corporate Video ■■ Go to www.aspireonline.com ■■ Choose the first option in the main CURRENT navigation Our story ■■ Select How we serve ■■ Go to www.aspirefinserv.com ■■ Choose EXPERIENCE NEW ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 8 ASPIREONLINE.COM Guide to the New Website ASPIRE 401(k) ■■ Participant Login ■■ Employers Login ■■ Go to www.aspireonline.com ■■ Scroll down to the block menu items and choose participants / employees or plan sponsors / employers CURRENT ■■ NOTE: http://aspire401k.com will automatically re-direct to the participant page. ■■ Go to www.aspire401k.com ■■ Under Participant Login, Enter Account Number & Password ■■ Under Employers Login Here, Enter Username & Password NEW ASPIRE 401K ■■ Sponsor How-To-Help ■■ Go to www.aspireonline.com ■■ Choose resources ■■ Select forms library ■■ Select 401(k) from the category filter CURRENT ■■ Go to www.aspire401k.com ■■ Choose EMPLOYER LOGIN HERE ■■ Choose Click Here For Step By-Step Instructions On How-To ■■ Select A Topic NEW ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 9 ASPIREONLINE.COM Guide to the New Website ASPIRE 403B ■■ Employee Login ■■ Employer Login ■■ Advisor Login ■■ Investment Firm Login ■■ Tpa/Administrator Login ■■ Go to www.aspireonline.com ■■ Select Login CURRENT ■■ Go to www.403bPlan.info or Aspire403b.com ■■ NOTE: http://403plan.info will automatically re-direct to the K-12 page for 403(b) plans. ■■ Choose User Login ■■ Under Employee Login, Enter Account Number & Password ■■ For All Other Users, Enter Username & Password NEW 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 www.aspireonline.com ■■ From the plan types drop-down menu select 403(b) Plan CURRENT ■■ Select K-12 ■■ Plan Search ■■ Go to www.403bPlan.info or ■■ NOTE: http://403plan.info will automatically re-direct to the K-12 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 NEW ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. • Find a Financial Advisor is now 403(b) Advisor Network • Mutual Fund Query is now Fund Search • Investment Firm Search aspireonline.com | Guide to the New Website 10 ASPIREONLINE.COM Guide to the New Website ASPIRE 403B ■■ Mutual Fund Query ■■ Go to www.aspireonline.com ■■ Choose plan types ■■ Select 403(b) Plan ■■ Fund search is available from the CURRENT ■■ Go To www.403bPlan.info 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 NEW following pages: - K-12 - Higher Education - Faith Based - Healthcare - Non-profit ASPIRE 403B ■■ Forms Library ■■ Go to www.aspireonline.com ■■ Choose resources ■■ Select forms library ■■ Select 403(b) from the category filter CURRENT ■■ Go To www.403bPlan.info or Aspire403b.com ■■ Choose Employers or Advisors or Tpa ■■ Under Quick Links, Choose Forms NEW Library ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 11 ASPIREONLINE.COM Guide to the New Website ASPIRE IRA ■■ Advisor Login ■■ Sponsor Login ■■ Participant Login ■■ Go to www.aspireonline.com ■■ Click Login CURRENT ■■ Go To Aspireira.com ■■ Choose User Login ■■ Enter Username & Password NEW ASPIRE IRA ■■ Documents ■■ Go to www.aspireonline.com ■■ Choose resources ■■ Select forms library ■■ Select IRA from the category filter CURRENT ■■ Go To Aspireira.com ■■ Choose Documents NEW ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 12 ASPIREONLINE.COM Guide to the New Website Aspire Morningstar ■■ Participant Login ■■ Sponsor Login ■■ Advisor Login ■■ Investment Firm Login ■■ Provider Login ■■ Go To www.Aspiremmps.com ■■ Choose Login ■■ Under Employee Login, No Change Enter Account Number & Password ■■ For All Other Users, Enter Username & Password CURRENT ■■ Go To www.Aspiremmps.com ■■ Choose Login ■■ Under Employee Login, Enter Account Number & Password ■■ For All Other Users, Enter Username & Password ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. aspireonline.com | Guide to the New Website 13 ASPIREONLINE.COM Guide to the New Website TPAs Advisors Strategic Partners Plan Sponsors/ Employers Participants/ Employees InvestDesign Center HOMEPAGE User Types Our Story Plan Types Partners & Solutions Resources News & Events Contact HOMEPAGE Slideshows HOMEPAGE Featured Products ©2013 Aspire Financial Services, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent. OpenArchitecture Simplicity SingleThreaded Customer Service Private-Label Branding aspireonline.com | Guide to the New Website 14 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 conflict-free, open-architecture 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 best-in-class technology-enabled portfolio of pre-defined or highly customizable smart retirement solutions with private-label 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 cost-effective transparent pricing structure and fully built operational model. To learn more about Aspire’s unique capabilities that deliver smart retirement solutions, visit www.aspireonline.com or call 866.634.5873. www.aspireonline.com n 866.634.5873 Tampa, FL Office 4010 Boy Scout Blvd., Suite 500 Tampa, FL 33607 Denver, CO Office 12596 West Bayaud Ave., Suite 250 Lakewood, CO 80228 ©2013 Aspire Financial Services, LLC. InvestLink, Definitive Disclosure and InvestDesign Center are servicemarks of Aspire. All rights reserved.