navia solutions

Retirement & Wealth Solutions

Giving Employees Peace of Mind for Their Financial Future

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Employers & Brokers

Secure the Future, Simplify the Present

Helping your employees plan for a secure retirement is one of the most meaningful benefits you can offer. It builds loyalty, boosts morale, and shows you care about their long-term well-being. However, managing a retirement plan often feels like a full-time job. The administrative tasks, compliance worries, and employee questions can be overwhelming.

At Navia, we partner with you to deliver a retirement and wealth solution that enriches your employees’ lives and simplifies yours.

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Retirement Plans

A Plan as Unique as Your Team

We believe in flexibility, not a one-size-fits-all approach. Our open architecture investment platform gives you access to thousands of mutual fund choices, so you can build a diverse and effective portfolio. We help you effortlessly replace underperforming investments and ensure your plan remains competitive and valuable. We provide professional administration for all types of Defined Contribution Plans, including:

  • 401(k), 403(b), and 401(a)
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation
  • 457 Plans
  • Employee Stock Ownership Plans (ESOP)
  • Indian Tribal Services: Specialty Plans
Navia Solutions

Solutions Designed for Your Unique Journey

Every business is different. Whether you’re a startup building your first benefits package or an established enterprise looking for a more effective solution, our plans are designed to scale with you.

All-In-One Bundled Solution

We handle the heavy lifting. Our comprehensive service includes recordkeeping, plan administration, 360° payroll integration, and 3(16) fiduciary services. We prepare for audits, manage notice fulfillment, and handle annual filings so you don’t have to.
Dedicated Client Service

You’ll receive a dedicated Client Service Manager who understands your plan and your needs. No more repeating yourself to different people. You have a single, expert point of contact ready to help. With a 97% client retention rate, we are proud to be a partner you can trust.
Flexible and Customized Plans

Your business isn’t a template, and your retirement plan shouldn’t be either. We customize plan designs to fit your specific goals and adapt as your company evolves. From 401(k) and 403(b) plans to more specialized options, we build the right fit for you.
Employee Experience

Engaging and Empowering Employee Experience

A plan is only effective if employees use it. We make participation simple and intuitive with a suite of employee-centric tools.

A Personalized Path

Our engaging online portal uses a goals-based dashboard to help employees visualize their future and make informed investment choices.

Simplified Enrollment

Employees can enroll online in minutes, with clear guidance every step of the way.

Expert Support

Your team has access to dedicated representatives for their questions, along with a library of financial wellness resources to build their confidence.

Innovative Solutions

Features like our Managed Account Solution and Guaranteed Lifetime Income Product offer employees sophisticated tools.

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Let’s Create a Lasting Retirement Benefit

You’re committed to your team’s success. Let us help you provide a retirement benefit that reflects that commitment. Discover how a partnership with Navia can transform your retirement plan and empower your employees for life.

Ready to see how simple a great retirement plan can be?

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