Disclosures
Draft pending Navigate 401K compliance review. Wording is a placeholder and should be replaced with approved language before launch.
Advisory services
(k)artographer is a product of Navigate 401K. Navigate 401K is a registered investment adviser. Navigate 401K provides investment advisory services and conducts business only in jurisdictions where it is registered or is otherwise exempt or excluded from registration. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.
More information about Navigate 401K, including its registration status, is available on the SEC’s Investment Adviser Public Disclosure site at adviserinfo.sec.gov (CRD #309466).
Firm documents
Not advice or an offer
This site is for informational purposes only and is not investment, legal, or tax advice, and is not an offer to sell or a solicitation of an offer to buy any security, product, or service in any jurisdiction where that would be unlawful.
Pre-launch product
(k)artographer has not launched. Product screens on this site are prototypes and may change. Every plan name, figure and participant detail shown is illustrative placeholder data and does not describe a real plan, sponsor or person.
(k)artographer is available to advisors affiliated with Navigate 401K. Specific fiduciary, compliance and regulatory arrangements are covered in the affiliation conversation.
Artificial intelligence
Some (k)artographer features use artificial intelligence to draft summaries, emails and RFPs from a plan’s own record. Drafts are reviewed and approved by the advisor before use; nothing is sent automatically.
Third-party names
TrailGuide and other product names referenced on this site are used to describe services available through Navigate 401K. Any third-party trademarks belong to their respective owners.