FIDUCIARY LIABILITY PROTECTION
With fiduciary liability being a personal risk to business owner, delegate your legal responsibilities to ARIA Corporate Retirement and our highly skilled service providers. Will contractually serve your plan in all three fiduciary roles, 3(16), 3(21), 3(38).
COMPANIES CALL ON ARIA TO SOLVE THESE COMMON CHALLENGES & PROBLEMS:
|Annual Plan Review to Monitor Fiduciary Service Providers|
|Upload payroll and census files in timely manner|
|Complete annual compliance and census questionnaire|
|IPS design % maintenance||ARIA Team|
|Plan investment evaluations & monitoring||ARIA Team|
|Plan document management||ARIA Team|
|Compliance testing||ARIA Team|
|Annual plan review||ARIA Team|
|Quarterly investment monitoring||ARIA Team|
|Employee Education||ARIA Team|
|Participant notices & disclosures||ARIA Team|
|Investment commitee meeting support||ARIA Team|
|Tactical models||ARIA Team|
|Document manual with compliance material||ARIA Team|
|Employee eligibility monitoring||ARIA Team|
|Employee enrollment & materials||ARIA Team|
|Participant hardship withdrawals, loans, QDROs||ARIA Team|
|Plan Sponsor and participant support reps||ARIA Team|
|HR Consulting||ARIA Team|
|Plan auditing assistance||ARIA Team|
|Web-based plan sponsor portal||ARIA Team|
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.
TECHNOLOGY FOR EMPLOYEE & PARTICIPANT INTERFACE
In addition to the fiduciary services offered, ARIA also provides a customizable plan portal, fee benchmarking, quarterly fund scoring and a secure document portal. Participants will benefit from complimentary portfolio risk assessments and individualized investment advise supported by ARIA’s tactical portfolio models.
COMPETITIVE PLAN COSTS
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.