Account Access

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance at (973) 786-3696.

 

 

Accounts With Steffens & Steffens LLC

 

 

<-------------   Click on the Investor 360 Box to access you accounts.

 

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View a demo

        

 

 

Watch this short video to learn how Investor360° delivers easy, online access to your complete financial life.

 

Financial Plan Access

 

​Financial Plan Access​ 

 

401(k) Corporate Retirement Plans - Employee Log In

 

ADP -                          https://www.mykplan.com/participantsecure_net/login.aspx

American Funds -       https://americanfunds.retirementpartner.com/participant/#/login?accu=AmF...

Ascensus -                  https://myaccount.ascensus.com/rplink/account/login

Fidelity -                     https://www.fidelity.com/

Paychex -                    https://www.paychex.com/login

Ubiquity -                   https://secure.myubiquity.com/login

Vanguard -                  https://my.vanguardplan.com/vanguard/account/login

 

403(b) & 457 Retirement Plans for School Districts - Employee Log In

 

Steffens & Steffens LLC 403(b)    -   http://www.penserv.com/login

Steffens & Steffens LLC 457(b)    -   http://www.penserv.com/login

Mass Mutual 457(b)                      -   http://retire.massmutual.com/participant/public/login.aspx

Aspire Financial Services 403(b)   -   www.aspireonline.com

 

 

Corporate Medical Benefits

 

Horizon BCBS NJ      www.horizon.com

Aetna                       www.aetna.com

Hartford                   www.hartford.com

 

College Savings 529 Plans - Log In

 

BlackRock -                  https://www.blackrock.com/investing/products/529-college-savings-plans/c...

Invesco -                      http://www.invesco.com/college-bound-529/employerplan?empl=625252

JP Morgan -                  https://www.ny529advisor.com/home

College Counts -          https://www.collegecounts529.com

 

 

Account Aggregation Tool

 

Use the form below to submit your request for us to set up your Account Aggregration Tool.

Account Aggregation Tool

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