accessOPTIMA® Mobile vs Insperity 401k

accessOPTIMA® is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud. accessOPTIMA delivers enhanced capabilities: • Customizable dashboard lets you tailor screens with the information you need for your specific job function • Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen • Real-time reporting gives you access to current account balances and transaction data, 24/7 • Responsive design provides a seamless experience across desktop, mobile phone and tablet devices • Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues • Administrative controls offer a simple way to add or clone users and set individual permission standards • Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs

The Insperity Retirement App is a read-only app that lets you view your 401(k) account and current plan information any time from your iPhone®, iPad® or iPod touch®. For online transactions, visit the Retirement Service Center. VIEW YOUR 401(k) ACCOUNT •Account balances and recent contributions •Current rate of return •Contribution rates •Loan balances STAY UP-TO-DATE ON CHANGES •Check plan news and alerts GET SECURE ACCESS Your account’s security is important to us. That’s why we ask that you do two things before using the Insperity Retirement App: 1.Make sure that you have created a unique user ID and password for the Insperity Retirement Service CenterSM before you log in using your mobile device. You can do this by logging in to the Retirement Service Center and changing your user ID and password under the Security tab of the My Information page. 2.The first time you log in using your mobile device, you will be asked to register your device through the Retirement Service Center. Once you have registered your device, you can begin using the app to check your 401(k) account at any time. If you have trouble logging in, contact the Insperity 401(k) Contact Center at 888-401-5273 or click Insperity Retirement Support (link provided) to access the mobile app user`s guide. There is no charge from Insperity Retirement Services to download the Insperity Retirement App. However, rates from your wireless carrier may apply.