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Account Access
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Welcome to

InvestLinkSM


Retirement Plan Account Access


Enter your Username and Password to login and access your retirement plan information.

Our goal is to make your experience easy and fulfilling. By logging in, you authorize the processing of all transactions placed during your session.

 

Updates

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InvestLinkSM Highlight Video
Click here to view how InvestLink delivers real-time, on-demand, full access to plan details, reports, fees, and investment tool.

System Details

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Assistance

Contact your account representative for any needs with account activity.

Customer Service
866.634.5873

Aspire Financial Services
813.874.0671

Reminder for ERISA Plans: 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.