Company profile

Navigate 401K

Navigating Retirement Plans with Clarity and Confidence

Industry
Investment Management
Employees
4
Headquarters
Birmingham, Alabama
Founded
2020
LinkedIn followers
351
Office locations
1

Navigate 401K company summary

Navigate 401K is a company in the Investment Management industry, headquartered in Birmingham, Alabama, founded in 2020. On LinkedIn the company has around 4 employees and 351 followers. Its listed specialties include 401(k) Plans, NQDC, ESOP, Executive Compensation, Qualified Retirement Plans.

What technology does Navigate 401K use?

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About Navigate 401K

Navigate 401k is a leading independent retirement plan consulting firm based in Birmingham, Alabama, dedicated to guiding organizations and their employees toward retirement success. Since our founding, we have specialized in creating and managing 401(k) and other employer-sponsored retirement plans for companies that want to simplify plan management and empower their workforce to achieve better retirement outcomes. Our team brings decades of institutional asset management experience and a deep commitment to fiduciary excellence. As 3(38) investment fiduciaries, we help employers mitigate liability, craft ERISA-compliant plans, and provide continuous administrative support. We are fully independent, offering unbiased guidance on recordkeeper selection, investment menu design, and ongoing fee benchmarking to ensure every plan remains competitive and cost-effective. At Navigate 401k, we believe retirement plans should be easy to manage and accessible to everyone. Our comprehensive participant education program—delivered through onsite and remote meetings, along with user-friendly financial wellness tools—ensures employees stay informed, engaged, and prepared for their futures. We pride ourselves on responsive service, transparent communication, and a client advocacy approach that puts your interests first. Whether you are looking to start a new retirement plan or enhance an existing one, Navigate 401k stands ready to be your trusted partner in retirement plan success-helping you and your employees stay organized, compliant, and on track for the long term. Specialties: 401(k) Plan Design | NQDC | ERISA Compliance | Fiduciary Services | Investment Menu Management | Fee Benchmarking | Participant Education | Plan Administration | Vendor Management | Employee Financial Wellness

Specialties

401(k) PlansNQDCESOPExecutive CompensationQualified Retirement PlansERISAFiduciary CompliancePlan DesignInvestment ConsultingEmployee EducationPlan Benchmarking409A457 Plans

Where is Navigate 401K located?

Navigate 401K lists 1 location.

Birmingham, Alabama, USHQ
One Independence Plaza

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Frequently asked questions about Navigate 401K

What does Navigate 401K do?

Navigate 401k is a leading independent retirement plan consulting firm based in Birmingham, Alabama, dedicated to guiding organizations and their employees toward retirement success. Since our founding, we have specialized in creating and managing 401(k) and other employer-sponsored retirement plans for companies that want to simplify plan management and empower their workforce to achieve better retirement outcomes. Our team brings decades of institutional asset management experience and a deep commitment to fiduciary excellence. As 3(38) investment fiduciaries, we help employers mitigate liability, craft ERISA-compliant plans, and provide continuous administrative support. We are fully independent, offering unbiased guidance on recordkeeper selection, investment menu design, and ongoing fee benchmarking to ensure every plan remains competitive and cost-effective. At Navigate 401k, we believe retirement plans should be easy to manage and accessible to everyone. Our comprehensive participant education program—delivered through onsite and remote meetings, along with user-friendly financial wellness tools—ensures employees stay informed, engaged, and prepared for their futures. We pride ourselves on responsive service, transparent communication, and a client advocacy approach that puts your interests first. Whether you are looking to start a new retirement plan or enhance an existing one, Navigate 401k stands ready to be your trusted partner in retirement plan success-helping you and your employees stay organized, compliant, and on track for the long term. Specialties: 401(k) Plan Design | NQDC | ERISA Compliance | Fiduciary Services | Investment Menu Management | Fee Benchmarking | Participant Education | Plan Administration | Vendor Management | Employee Financial Wellness

How many employees does Navigate 401K have?

Navigate 401K has around 4 employees on LinkedIn.

Where is Navigate 401K headquartered?

Navigate 401K is headquartered in Birmingham, Alabama.

When was Navigate 401K founded?

Navigate 401K was founded in 2020.

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