Is your plan measuring up?

If you have experienced this...

"We had no COVID Compliance support".
"We have concerns about the Management costs".
"Our employees are just not engaged".
"Our investment returns are poor".

Consider an ARIA Plan:

With our 3(16) Fiduciary outsourcing, you receive signature-ready forms and a dedicated team to answer your difficult questions.
With full fee transparency and available plan benchmarking, you are optimizing your plan cost to services.
We provide customized models, risk guidance and education workshops for your employees.
We offer unique fund options, customized models, guaranteed investment options and personalized investment advice.

Things To Evaluate

How Much Are You Losing With Hidden 401(k) Fees?

If you are tired of complicated pricing and excessive fees, we offer affordable 401(k) plans with transparent fees.

By leveraging our relationships throughout the industry we offer an affordable, competitive plan design with premium service features. Additionally this allows us to fee benchmark your plan on a regular basis to provide you further liability protection.

Is your company 401(k) plan ready for a DOL audit?

Without a Fiduciary Advisor, your company’s plan could be left unprotected. Unattended red flags can trigger an audit and random audits are also performed annually. The cost of non-compliance is high: penalties, prosecution and lost faith of employees. As a Business owner you can be personally liable.

Our expert protection guards you from personal liability and the headache of compliance.

Do you need assistance with compliance support?

ARIA provides you with a retirement document vault to keep you compliant with document retention requirements. We also maintain current legal requirements by collaborating with some of the ERISA industry’s leading experts.

What is the process to upgrade to an ARIA plan?

Just 3 easy steps:
REQUEST A PLAN EVALUATION
WE PERFORM A FIDUCIARY REVIEW
OUR COMPARISION ANALYSIS WILL HELP YOU CHOOSE THE BEST PLAN
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1525 Perimeter Parkway, Suite 280 Huntsville, AL 35806
aria401k@ariawm.com

Advisory services offered through ARIA Wealth Management, Inc., a registered investment advisor registered with the Securities and Exchange Commission