Committed to TPA success

Next-generation technology and superior client service are just two of the ways that Aspire makes it easy for TPAs to attract and retain clients. TPAs have complete online access to plan management functions that streamline operations and administrative tasks. 


Plan Establishment

The online Plan Design System takes you step-by-step through designing a plan from selecting plan provisions, investments, loans, distributions and identifying the roles and responsibilities of the plan. The system allows for easy import of key data including employee census, loan data, trade histories and investment elections.

Plan Profiles

TPAs are able to view summary plan balances across all their plans on the InvestLink system. Furthermore, via the plan access panel TPAs can view the specifics of each plan and individual participant accounts. To keep their clients informed about investments regarding the plan, the built in Message Center allows TPAs to post bulletins and send/receive messages with plan sponsors and participants.


Plan Processes

Contribution Processing

The platform allows authorized user(s) to process regular as well as special contributions, such as transfers/rollovers from outside investment service providers. Contribution payroll information can be uploaded directly into the system or users can key in data via the contribution processing grid. The system will perform automatic validation checking and report any errors or rule violations encountered in the data.  

Loan and Distribution Processing

The participant portal allows participants to request loans and distributions from their account based on the allowable plan provisions. The system dynamically generates customized signature-ready PDF documents for the participant to print, sign and submit for processing. On the TPA portal the processing panel displays a list of pending loan and distribution requests submitted by plan participants across all plans in the system. Authorized plan administration user(s) can approve or deny the requests.

Login to InvestLink.

Activity and Reports

Plan Reports

Comprehensive reporting is available online in the reports module of the TPA portal. All reports are instantly created and available in multiple formats, including: PDF, Excel, Text, TIFF and HTML for printing or archiving. Report types include:

  • Plan Statement
  • Plan Investments
  • Contribution Summary
  • Deferral Changes Report
  • Summary Participant Statements
  • Participant Investment Elections
  • Participant Balance by Source/Fund
  • Plan Census
  • Active Loans
  • Delinquent Loans
  • Required Minimum Distributions
  • Fee Summary

Plan Exports

In addition to the defined reports the platform exports data in Excel and ASCII formats for importing to other reporting engines. Export types include:

  • Participant Synoptic Data
  • Export Participant Census
  • Participant Census and Source Activity
  • Participant Statement Extract

Activity & Reports

Plan Reports

Comprehensive reporting is available online in the reports module of the Plan Provider Portal. All reports are instantly created and available in multiple formats including: PDF, EXCEL, Text, TIFF and HTML for printing or archiving. Report types include:

  • Plan Statement
  • Plan Investments
  • Contribution Summary
  • Deferral Changes Report
  • Summary Participant Statements
  • Participant Investment Elections
  • Participant Balance by Source/Fund
  • Plan Census
  • Active Loans
  • Delinquent Loans
  • Required Minimum Distributions
  • Fee Summary

Plan Exports

In addition to the defined reports the platform allows to export data in EXCEL and ASCII formats for importing to other reporting engines. Export types include:

  • Participant Synoptic Data
  • Export Participant Census
  • Participant Census & Source Activity
  • Participant Statement Extract

 

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