HOW WE HELP
Education, and finding the plan participants the records lost.
Retirement plan education, workplace wellness, and missing participant location for plan sponsors, plan participants, and their families.
01
Locating Missing Participants
Plans lose track of people. A participant moves, changes jobs, changes their name or dies, and the record does not follow. The balance stays in the plan, waiting on paperwork that never comes.
We locate missing participants and beneficiaries, confirm who they are, and help them understand what they have and what their options are. We work from the plan's own data and from the public record, and we document every step. This is the work nobody is paid to do, and it is the reason this firm exists.
02
Retirement Resilience
A practical guide to preparing for the years ahead with more clarity and fewer avoidable surprises.
Clear information on how taxes and fees work in a retirement plan, and the questions worth asking before you decide. We help you surface the questions that matter: how income may work together, what cannot be corrected later, and which decisions deserve careful attention.
03
Workplace Wellness
Workshops and webinars that help employees build practical confidence around money, benefits, and retirement.
Financial stress can affect the workplace. Navigant helps organizations frame useful workplace wellness sessions, retirement education, and wealth curricula that give employees clearer questions and practical next steps.
04
Plan Support & Education
Clear education that helps plan participants understand their benefits and use them with confidence.
Navigant helps employers make plan information easier to understand, from enrollment and contribution decisions to transitions and ongoing financial wellness.
Let’s find the right starting point.
Tell us what you’re working through. We’ll help clarify the next question and the education that can make it easier to move forward.
For business owners and employers
Build a stronger financial wellbeing conversation at work.
Explore retirement plan education, workplace wellness programs, risk education, and participant support for business clients.
Continue the conversation with the retirement resources, fiduciary responsibilities guide, 401(k) compliance calendar, provider evaluation checklist, and Locate Missing Participants: A Standard Practice Guide for Plan Sponsors.