Skip to content
Aerial view of Horseshoe Bend curving around the Colorado River

“Not to reach one's goals is not nearly as bad as having no goal to reach.”

Benjamin Mays

Retirement benefits management, done right.

Navigant Advisory Group helps organizations strengthen the retirement plan their people depend on, and helps employees turn a paycheck into a real plan for retirement. Plan design, participant education, and plan sponsor education, managed as one program.

Plan Design:

a plan structure that fits your workforce, your budget, and your goals.

Participant Education:

one-on-one coaching, retirement readiness, and practical help with debt and savings.

Plan Sponsor Education:

clear guidance on fiduciary responsibilities, committee process, and plan costs.

Plan types

Retirement plans we support

We help employers manage retirement benefits across 401(k), 403(b), SEP IRA, SIMPLE IRA, and Defined Benefit Plans, including Cash Balance and Traditional Pension plans. Organizations of every size are welcome.

A practical guide

Retirement Resilience

HIGHLIGHTS INCLUDE: Powerful information that could potentially save you thousands in taxes and fees. Tips to help put you one step ahead in your retirement preparations. Critical mistakes that cannot be corrected (and how to avoid them).

Stay informed

Guiding You To The next level has never been easier.

Wherever you go, we'll go there with you.

Advisor presenting to employees in a conference room — Plan Participant Education

Plan Participant Education

Education-first support that helps employees understand their plan, make informed decisions, and build financial confidence.

Learn More
One-on-one desk consultation — Financial Literacy

Financial Literacy

Workplace workshops and webinars that help employees build practical confidence around money, benefits, and retirement.

Learn More
Gold bullion on a dark matte surface — Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Learn More
Hand signing a document with a fountain pen at a desk — Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate to charity.

Learn More

Sign up for our newsletter!

Practical insights for retirement, benefits, insurance, and financial wellbeing.