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What Is Navigator?

Navigator platform allows members the opportunity to access multiple assets to communicate complex governance issues to plan sponsors with ease across four primary categories. The tools and training accessible as a Navigator member allow you and your clients to take action from the comfort of your home or office.

What’s Included


  • Service providers
  • Investments
  • Employee engagement
  • Operations & administration
  • Other important updates


  • Plan sponsor guides
  • Plan sponsor presentations
  • Plan sponsor videos
  • Sample meeting minutes
  • Marketing and sales resources

Why You Need Navigator

Navigator Helps Advisors

  • Prospect to win new business
  • Retain existing business
  • Streamline client service & governance
  • Keep up with new rules & regulations
  • Train new advisors and staff
  • Enhance client communication

ERISA Help Desk

Pro and Premium levels include the ERISA help desk. For advisors looking for support to answer retirement plan-related questions, this on-demand resource is for you!

Sign Up for Navigator Today

The time for change is now.