Plan design:
Our top priority is designing an ERISA compliant retirement plan that fully matches the goals of each organization, for the benefit of both plan sponsors and employees.
Plan administration and
fee benchmarking:
We are 100% independent and agnostic regarding record-keeper selection and operate as the plan sponsor’s watchdog for due diligence and fee benchmarking.
Investment / Fund
Lineup Management
Our process and investment recommendations fully support clients in meeting their fiduciary responsibilities. As an independent 3(38) Investment Manager, Navigate 401k acts as your plan investment fiduciary to recommend investments that adhere to all standards established within a Plan’s Investment Policy Statement.
Custom Engagement
We develop a program specifically for your employees, to help them take full advantage of the retirement plan. We employ an industry leading individual employee engagement program (“Navigate Retirement”) differentiating Navigate 401k from the competition.
Participant Services
Onsite & Remote Education
and Enrollment Meetings
Investment / Retirement
Readiness Education