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Retirement & Wealth Solutions
Giving employees peace of mind for their financial future
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What is Navia's Retirement & Wealth Solution?

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.

retirement and wealth

Navia Solutions

All-in-one bundled solution

Eliminate administration burdens. Navia handles 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.

small business retirement plans

Interested in learning more?

Contact our sales team at 425.452.3498 or sales@naviabenefits.com