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Slide 1
PARTNERSHIP BRINGS RETIREMENT PLAN ADMINISTRATION







NEW RETIREMENT PLAN ADMINISTRATION PRODUCT

With our new partnership with TRI-AD we’re excited to be able to offer
comprehensive retirement plan services – 401(K)/403(B) defined contribution
plans. This new approach can help streamline and simplify benefit
administration, saving you time and money.


401(K)/403(B) – DEFINED CONTRIBUTION PLANS

Our retirement solutions offer a team of dedicated retirement experts, superior
administrative service, comprehensive compliance and audit support, total fee
transparency, and high touch participant service to give you a robust retirement
package and, most importantly, peace of mind for your financial future.

 * “All-in-One” Bundled Solution: TRI-AD handles it all by providing
   recordkeeping and plan administration/compliance functions, including 360°
   payroll integration, 3(16) fiduciary services, audit preparation, noticing
   fulfillment, annual filings, and will even sign the form 5500.
 * Dedicated Client Service: All plans receive a dedicated Client Service
   Manager from a team of highly tenured experts, providing a “go-to” person
   that understands your plan and its needs.
 * Flexible and Customized: Every organization is different, which is why TRI-AD
   customizes plan design for all clients and can adapt to changes as they
   happen.
 * Comprehensive Investment Availability: Utilizing open-architecture custodians
   like Schwab provides total investment flexibility in plan lineup
   construction. If it can be held in a retirement plan, you can access it.
 * Maintain Current Advisor Relationship: TRI-AD partners with Advisors across
   the nation and has optional fiduciary services available.
 * Plan Participant Experience:
   * A highly personalized and engaging participant experience utilizing iJoin
     provides an online enrollment process and a goals-based dashboard that
     encourages participation and helps your employees on a path to better
     retirement outcomes
   * Dedicated phone representatives to field participant inquiries and requests
   * Multiple education and financial advice tools

Learn more here.


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 * log in
 * register

 * services
   * Health Care FSA
   * Day Care FSA
   * Limited Health Care FSA
   * Health Savings Account (HSA)
   * Health Reimbursement Arrangement (HRA)
   * Scheduled Health Reimbursement Arrangement (HRA)
   * COBRA
   * Direct Reimbursement Plan
   * GoNavia Commuter Benefits
   * Lifestyle
   * Employee Benefit Statements
   * Compliance services
   * Education Benefits
   * New Plan Setup
 * learn
   * Help Center
   * Navia Benefits Academy
   * Resource Library
 * work@navia
 * about us
   * about us
   * news
   * Navia diversity
 * partners
 * contact us
 * new plan setup


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