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The Simple Solution

Save time. The Arista Wealth Management 401(k) Plan is a participant directed platform that provides the tools for the participants to monitor and control their accounts; thus allowing the plan HR and accounting staff more time to work on important projects. We just don’t want it to sound like it alleviates the work for the HR director or admin staff to administer the plan, but much easier, less paper, and less time overall.

Save money. Our compensation is strictly limited to a one-time set-up fee and one annual management fee. These fees include our advisory services as well as all plan record-keeping, administration and investment management expenses. Our tiered fee schedule automatically lowers your fee rate as your plan’s assets grow.

Boost employee morale. A 401(k) is an exceptional benefit for employees. Our professionally managed portfolios offer highly diversified asset allocation models to meet your employees’ investment needs and Arista Wealth Management provides the information and advice to help them make educated decisions, making for more satisfied employees.

Enjoy timely reporting. Arista Wealth Management handles all account-related record-keeping chores and gives your employees 24/7 access to their accounts.

Help reduce your liability. From assisting in creating, reviewing or rewriting your Investment Policy Statement to conducting periodic reviews to ensure compliance with current and regulations, Arista Wealth Management stays on top of all the regulatory and legal issues to help you reduce your liability. As a Registered Investment Advisor, our advice will always to be in your and your employees’ best interests.

Turnkey System

When choosing The Arista Wealth Management 401(k) Plan, you’ll enjoy ease and convenience you never thought possible — starting with an easy transition from your existing plan.

The professionals at Arista Wealth Management will:

  • Design your plan

  • Prepare all necessary documents for you

  • Review key features of the plan with your staff

  • Assist with Enrollment Questions

  • Provide annual Participant and Plan Sponsor Meetings

Through our recordkeeper, we will monitor all account-related record-keeping requirements associated with your plan.

  • Mail notifications to employees

  • Open and administer accounts

  • Transfer assets and employee data

  • Sending quarterly statements to plan participants

  • Tracking company contributions and legal documentation

  • Handling IRS-required ADP/ACP tests

  • Preparing the annual IRS Form 5500

  • Executing asset reviews

  • Conducting compliance review of TPAs

We’ll also help your employees make educated investment decisions by:

  • Helping them assess their risk tolerance

  • Giving them an asset allocation analysis

  • Executing our fiduciary duty to serve our clients’ best interests

  • Delivering comprehensive portfolios that match each employee’s risk tolerance, time horizon and investment goals

  • Offering 24/7 online account access

  • Giving each employee personal access to an experienced financial advisor via telephone and email

  • Teaching your employees about personal finance through articles, newsletters, books, seminars and webinars.

401(k) plans that lack these features may create liabilities for employers and could cost employees money.


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