What We Do
Navigate 401k creates and manages 401(k) plans (and other employer-sponsored retirement plans) for companies that want to take the headache out of the plan’s management and want their employees to be better prepared for retirement.
Whether you have an existing retirement plan or are looking for a place to begin, Navigate 401(k) is here to provide top-notch retirement plan services for you and your employees.
For Your Company
3(38) fiduciary services to mitigate the liability your company carries by offering a plan.
Investment policy statement preparation.
Consistent investment menu monitoring and documentation.
Guidance for employers to understand and fulfill fiduciary responsibility.
Continuous administrative support.
Investment Committee facilitation and documentation.
ERISA and regulatory updates and integration.
Vendor relationship management.
For Your Employees
Comprehensive education and support for better overall retirement preparedness.
Robust and user-friendly financial wellness software available for all employees.
General employee support through webinars
On-site and remote one-on-one employee communication.
Employee administrative assistance
Service-oriented
We strive to continually offer high-quality services for you and your employees.
Fiduciary
As a fiduciary, we want to make sure that what’s provided is always in your best interest.
Ease of Use
We want to make your plan something that is easy and comfortable for you and your employees.
Consistency
We follow processes and schedules to make sure you and your employees stay on track
Low Fees
In this industry, high fees don’t always translate into higher quality of services. We make sure your fees are always in-line.
Client Advocacy
We stand in your corner when it comes to provider evaluation and issues that arise.
Organization
We stay organized and keep you organized with the management of the retirement plan