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InvestLink Login

Welcome to InvestLink.

Our goal is to make your Aspire experience easy and productive. We appreciate your business and are here to serve your needs. See the options below for access to your account. If you require any assistance please click here.

 

Current Users
To access your existing account information, please select your user group.

New and Migrated Users

Login provides account access for all user types


Migration Notification Center for December 2018

If you have recently been notified that your account or plan will be migrating November 19 - December 3, 2018, please login to your account for notifications and educational materials that will be posted periodically throughout your migration.

Countdown to Your Recordkeeper System Upgrade



InvestLink Overview Video

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CONTRIBUTION TRAINING ASSISTANCE AVAILABLE:

  • TPAs and Plan Sponsors: For contribution processing and user interface overview register here.
  • Advisors (ERISA Plans only): For a user interace overview register here.
  • Advisors (Non-ERISA Plans only): For a user interace overview register here.





The following year-end deadlines are quickly approaching:

Safe Harbor Plans – All on-boarding paperwork including the executed signature package must be received by Aspire ‘in good order’ by Friday, August 31, 2018 for the October 1, 2018 deadline.

Conversions to Aspire – All on-boarding paperwork including executed signature package must be received by Aspire ‘in good order’ by Monday, October 15, 2018 for January 1, 2019 effective date.

Start-ups (new plans) – All on-boarding paperwork including the executed signature package must be received by Aspire ‘in good order’ by Thursday, November 15, 2018 for January 1, 2019 effective date.


Reminder: 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.

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