FREE GUIDE · FOR PLAN SPONSORS
Your Guide to Fiduciary Responsibilities.
A plain-language starting point for the responsibilities that come with sponsoring a retirement plan. Download the guide, read it at your own pace, and bring its questions to your next committee conversation.
WHO THIS GUIDE IS FOR
Written for the people the plan depends on.
Plan sponsors, HR and finance leaders, and business owners all carry pieces of fiduciary work — often without much training for it. This guide explains the responsibilities in plain language so the work feels steadier and more organized. Navigant Advisory Group is an education-first, Black women-owned and operated firm since 2004. There is no sales pitch inside — just a clearer way to think about the role.
WHAT'S INSIDE
A calmer way to carry the role.
Understanding what fiduciary responsibility actually asks of you — in plain language, not legalese.
Documenting a repeatable process your committee can follow meeting after meeting.
Reviewing the plan's investments, fees, and services on a regular cadence.
Knowing which questions to ask, and when it makes sense to bring in outside help.
GET THE GUIDE
Download the guide.
Your Guide to Fiduciary Responsibilities
Enter your details and the guide will be ready to download.
Continue with the 401(k) compliance calendar or the provider evaluation checklist for related plan-sponsor resources.
START WITH CLARITY
Make the next committee conversation easier.
Bring your questions about roles, reviews, documentation, and participant impact. We'll help you see the process more clearly.