Navia offers an all-in-one bundled 401(k)/403(b) retirement and wealth solution. Our solution offers a team of dedicated retirement experts, superior administrative service, comprehensive compliance and audit support, total fee transparency, and high-touch participant service to give you a robust retirement package. Our capable and seasoned team (50 years providing retirement plans) will partner with you to create a best-in-class retirement and wealth benefit that significantly reduces your administrative burden, and is tailored to your unique needs.
Navia Solutions
All-in-one bundled solution
Eliminate administration burdens.Naviahandles it all by providing recordkeeping and plan administration/compliance functions, including 360° payroll integration, 3(16) fiduciary services, audit preparation, notice fulfillment, annual filings, and we can even sign the form 5500
Dedicated client service
Stop wasting time.All plans receive a dedicated Client Service Manager from a team of long-tenured experts, providing a “go-to” person that understands your plan and its needs.
Flexible and customized
Avoid cookie-cutter solutions that don’t meet your needs.Every organization is different, which is why Navia customizes plan design for all clients and adapt to changes as they happen.
Comprehensive investment access
Don’t worry about limited investment options.Utilizing open-architecture custodians like Schwab provides total investment flexibility in plan lineup construction. If it can be held in a retirement plan, you can access it.
Participant Features
A highly personalized and engaging participant experience utilizing iJoin
Full online enrollment
Free online investment advice
Goal-based approach to engagement and investing
Multiple financial wellness and advice tools
Dedicated phone representatives to field participant inquiries and requests
Managed account and lifetime income solutions
Improved confidence in retirement readiness
Employer Features
Dedicated Client Service Manager
Best-in-class compliance
Flexible and customized
Comprehensive investment availability
Maintain current advisor relationship
Eligibility monitoring and notification to employees
Automatic enrollment/escalation determination
Payroll integration
Fully transparent fees
Plan sponsor intelligence report benchmarking
3(16) legal document fulfillment
User Experience
Smart technology for a better benefit experience.
A highly personalized and engaging participant experience utilizing iJoin provides an online enrollment process and a goals-based dashboard that encourages participation and helps your employees on a path to better retirement outcomes.
Unparalleled service, no matter where you are.
Navia serves 7,000+ employers across all 50 states. We have 30 years of experience serving the benefits industry and we are committed to providing unparalleled service to our brokers, employers, and participants.
Small Business Retirement Plan Solution
Navia offers unique retirement plan options designed for small businesses. These plans make retirement benefits accessible and manageable for smaller companies. Our small business plan options:
Can save employers money on plan costs because it eliminates unnecessary customization and complexity required for larger company plans.
Are quick and easy to setup in less than 15 minutes.
Relieve fiduciary and compliance responsibilities as we handle it all for you.
Have employer tax credits that help offset administrative fees.
In today’s dynamic business landscape, small business retirement plans are more than just an add-on; they are an investment in the future well-being of your employees and your business. Read our blog about the challenges small businesses are faced with when adding a retirement plan and how our solution can help employers provide financial security to their employees.
