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877-334-7974 -building your wealth with a financial advisor
employer services
Why take the risk and try to do it yourself in this complex world? Use ARWA's experience to not only assist your firm but provide peace of mind, We take our Fiduciary obligations seriously as should you. In working with ARWA, you will receive a multi-phase approach that focuses on four key areas.
Fiduciary Assistance
- Regulatory Updates
- Plan Benchmarking
- Committee Protocols and/or Institutional Process
- Detailed Fee Analysis & Commentary
- Documentation and Audit Procedures
Investment Oversight
- Policy Statement
- Institutional Quality Product Offerings
- Performance Reviews and Recommendations
- Fee Analysis and Cost Oversight
- Communication That You Understand
Participant Education
- Education Programs Tailored To Your Firm Policy
- Education Policy Statement When Appropriate
- Enrollment Assistance
- Employee Appreciation
Vendor Coordination
- Assist and Review Record Keeper Relationship
- Support and Documentation With Administrators
- Detail Overall Working Relationship and Costs
- Provide Fiduciary Oversight
Retirement plan regulations and maintenance can be overwhelming for small and mid size firms or practices. In today's environment, plan sponsors should consider using a trusted advisor to not only assist them with the process but to also make sure their fiduciary obligations are being met. At ARWA, we provide fiduciary services that match our clients' requirements. We have experience in working with many different industry leading administrators and record-keepers. In addition, we work closely with your firm's human resource lead, financial executive and or office manager.
Our overall goal is to make your retirement plan a success in the eyes of the employees as well as the firm. We do this by first developing a plan that meets your objectives. Objectives can be employee retention, retirement funding, tax benefits or even maximizing after tax savings After understanding your goals, we will work with your employee demographics; whether that is one person or two hundred employees. By reviewing and analyzing with the administrator, we can maximize your funding and make sure the plan is established appropriately. As we progress through this process, we will work with you on investment choices as well as ongoing monitoring. In addition, ARWA provides the proper documentation as it relates to an IPS (investment policy statement), quarterly statements, record-keeper and administrator review analysis as well as Service Agreements between parties. These are the systematic areas that we, a trusted advisor, can assist and play an important fiduciary role.
