centralcoastfinancial.invlink.comRetirement Account

Loading... Account Access Sign In Forgot your Password? Forgot your Login? (Participants Only) If you have been provided with instructions and your Plan ID , you can create your login here. Create Login Welcome to InvestLink SM 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. InvestLink × Close InvestLink delivers real-time, on-demand, full access to your retirement plan details, reports and fees, as well as comprehensive educational materials and investment tool. System Details × Our 3.1.0 release will include the following features: Enhanced Participant Account Security Two Factor Authentication now allows all users (Participants, Advisors, Sponsors and TPAs) the option to enable an additional level of security when signing into their account. Participant Statement - Improved Printing Capability: We have revised our participant statement print option to mirror the layout and design of the actual participant statement page. New! Call Center Support PIN Participants logging into their account will be presented with a Phone Support pop-up screen requiring them to specify a unique 4 -12 digit PIN. Platform Optimization: Plan Reporting Limits INCREASED: Sponsors, TPAs and Advisors can now run reports and extracts for up to 3,000 plans at one time. Platform Optimization: Job Queue and Contributions Home Page: We have made minor adjustments in these two functions in order to improve the overall user experience. Login for additional details of the 3.1.0 release. Close System Enhancements Click here to learn more about the latest system enhancements. Step-up your account security Protecting your account has never been easier, log in to your account and view all the security features that were designed with your account safety in mind. Assistance Customer Service 866.634.5873 Central Coast Financial Management 831.275.2608 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. © Aspire Financial Services, LLC. InvestLink is a service mark of Aspire. All rights...