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Navigant Advisory Group

Your Guide for the Journey

Black women-owned and operated since 2004

Education. Empowerment. Practical next steps.

Our Firm

A steady place to begin.

Navigant Advisory Group is an education-first retirement benefits management firm.

I was the advisor on a plan where a "participant" was nearly 100 years old.

I asked what should have been an easy question: when was the last time the company, or any firm, had heard from this person? Nobody knew. Nobody had ever been asked.

Then it happened again, on another plan. A birth date entered as a default. A participant who died years ago and was never taken off the record. Some plans do not send statements at all. People move. The plan keeps a procedure for the balance and none for the human being.

That question is why Navigant Advisory Group became a retirement benefits management firm. Education teaches a plan to look. Somebody still has to go find them.

31.9 million forgotten 401(k) accounts hold $2.1 trillion, an average of $66,691 each (an analysis drawing on Center for Retirement Research data, 2025).

We locate missing participants and reunite them with dormant balances.

Black women-owned and operated since 2004. Your guide for the journey.

Why Tene Morgan leads this work

Our Mission

Build confidence through financial understanding.

Our mission is to make financial knowledge accessible, strengthen wealth literacy, and help plan participants and organizations move through retirement decisions with clarity. We make education part of the plan experience.

Tene Morgan

Tene Morgan

Senior Manager, Client Strategy & Experience

Tene Morgan leads client strategy and experience at Navigant. She spent more than thirteen years managing programs and relationships across nonprofit, higher education and consulting settings, most recently as Assistant Director of TRIO Upward Bound, where she coordinated student services, staff, partners and summer programming.

She holds a Master of Global Affairs from the University of Notre Dame's Keough School of Global Affairs, completed in 2023, with a specialization in human-centered instructional design.

She applies that training directly: organizing the information clients need, facilitating conversations, designing onboarding and review processes, and translating complex retirement topics into plain language.

Her focus is the part of the experience people actually feel. What a participant understands after a meeting. Whether a plan sponsor can find an answer without calling three times. Whether the process holds up the same way every time.

Leading the work of locating missing participants takes the same discipline: finding the person, confirming who they are, and making sure they understand what they have.

"I spent thirteen years designing programs for students who were the first in their families to go to college. The question was always the same: does the person in front of me actually understand what they're being told. Retirement plans are no different."

Our Values

The standards behind every conversation.

Participant-centered

We keep the participant experience in view, from first enrollment through every transition that follows.

Transparency

We keep the conversation plain and direct. You should understand your plan, your choices, and the next step.

Education First

Understanding comes before action. We make financial concepts easier to use so people can ask better questions.

Long-Term Relationships

Financial questions change as life and business change. We support useful conversations through every stage of the journey.

Practicality

We turn complex plan and wealth concepts into clear explanations, useful tools, and steps people can take.

Integrity and Trust

We earn trust by listening closely, explaining clearly, and keeping our work focused on education and empowerment.

Our difference

What Sets Us Apart

Empowerment-first education that complements the plan provider's platform.

Support for participants at every balance size, with resources for smaller balances as well as larger ones.

There is no one like us.

For Businesses and Plan Sponsors

Education that strengthens the whole plan.

Plan providers bring the platform. We bring participant-centered education, wealth literacy, and practical support that helps employees use it with confidence.

Retirement Plans We Support

Education for 401(k), 403(b), SEP IRA, SIMPLE IRA, and defined benefit plans, including cash balance and traditional pension plans.

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Retirement Plan Health Check

A complimentary plan review that helps sponsors compare service, responsiveness, and plan experience.

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Plan Design and Compliance

Continual education and review for the operational details that keep plan design aligned with a changing retirement landscape.

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Participant Wellness and Education

Beginning-to-end engagement, education, transition services, and ongoing support for employees.

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Financial Wellness Benefits

Workshops, tools, and wealth literacy programs that make benefits more useful in real life.

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Plan Platform Logins

Direct access to the secure platforms participants and sponsors use to manage their plan experience.

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Our Approach

A relationship-driven process for the long term.

01 · Listen

We start with what matters: your goals, questions, timeline, and the decisions in front of you.

02 · Educate

We translate concepts, trade-offs, and terminology into a conversation you can use.

03 · Equip

We share practical tools, visuals, and next steps that help you move forward with confidence.

04 · Support

We keep the conversation useful as your plan, life, business, and priorities evolve.

60 S 6th Street, Suite 2800
Minneapolis, MN 55405

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Your guide for the journey