ASPIREONLINE.COM. Guide to the New Website

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.