Step 1: Fact Gathering

During our information-gathering process for group benefits, we also discuss your company’s pension plan, your financial and retention requirements on a corporate scale, and your employees’ retirement needs at a personal level. We consult external experts and use fact-finding tools to search out the right investment and design options.

During the first step of our process, we:

  • Sign a confidentiality letter before sharing information
  • Perform a needs analysis through discussion with executives and HR
  • Consult industry experts to verify information

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Step 2: Informed Decision

With your group benefits proposal, we also present you with multiple retirement planning and preparation solutions.

We propose options for your company's:

  • Pension plan design and management
  • Group retirement strategies and plans
  • Retirement counsel and education

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Step 3: Plan Implementation

Once your plan is set we initiate enrollment and make all required transfers. We provide an announcement memo with application and instructions, engage in one-to-one discussion with employees, and hold group education sessions.

The following includes some of the other aspects of plan integration:

  • Proposal of Group Retirement and Executive Group Retirement plans
  • Set up online access for plan members
  • HR and employee education
  • Lay out a communication plan for the next 12 months
  • Aid plan members on investment choices, planning for life changes, and more

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Step 4: Regular & Ad-Hoc Reporting

Our clients can rely on regular reporting on pension performance. We also engage in ad-hoc reporting according to the ongoing monitoring of your retirement and pension plans, in order to keep you and your employees informed, at no extra cost.

This includes the following:

  • The Benchmark Report, a single chart with information on large accounts
  • Annual Stewardship Review for a comprehensive examination of your plan
  • Custom reports as requested by the client

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Step 5: Proactive Communication

We practice continued education so that we can stay abreast of current industry trends and make proactive suggestions that will ensure your pension plan continues to meet your needs, and that our retirement advice is up to date.

We also provide the following:

  • Regular telephone support for employees and executives
  • In-person meetings for retirement and pension consultation
  • Updates of important changes
  • Newsletters
  • Summaries for board reviews

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Articles of Interest

Team lead

Lynn Brophy, Director of Operations
Navigo Financial Solutions

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What makes Navigo right for your business?

Improve Efficiency with NavigoOS

Our all-in-one human capital management cloud-based software platform adds efficiency and significant cost reductions to payroll, benefits and pension administration, time and attendance, vacation allotment and full HRIS.

Maintain Cost Containment Initiatives

Benefit from cost-effective alternatives from our Competitive Analysis report, and help control long-term increases and liabilities with our integrated Employee Wellness Initiatives.

Gain Complete Visibility

Get easy-to-use reports, forms and overviews. We create Custom Communication Documents to fit your needs and preferences.