CORPORATE RETIREMENT SERVICES
ARIA Wealth Management’s Corporate Retirement Services can not only design and manage your corporate retirement plan but can also cover most of your plan’s administrative responsibilities, freeing you and your staff to focus on your business instead of your retirement plan. With our team of experienced, industry-trained associates and specialized processes, we can step in to assume the most time-consuming tasks while keeping you compliant with the newest regulations. Let our 3(16) services help!
Our Administrative Services include: Participant Notices, Compliance Manuals, Rollover Processing, Withdrawal Processing, Participant Support and Payroll.
Designing and maintaining a corporate retirement plan may sound simple enough but with new regulations, and subsequently, more employer responsibilities, ensuring your plan is in full compliance every year can be difficult. Our Fiduciary Services packages allow you to do just that while letting you put your focus back on the employees and growing your business. We offer a comprehensive list of services so you can select those most beneficial to your needs.
Our Fiduciary Services include: 3(16) Plan Administrator, 3(21) Plan and Investment Consulting, and 3(38) Plan and Investment Management.
