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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.