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
Company Details
- Employees
- 4
- Founded
- -
- Address
- One Independence Plaza,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.navigate401k.com
- Keywords
- 401(k) Plans, NQDC, ESOP, Executive Compensation, Qualified Retirement Plans, ERISA, Fiduciary Compliance, Plan Design, Investment Consulting, Employee Education, Plan Benchmarking, 409A, 457 Plans.
- HQ
- Birmingham, Alabama
Navigate 401k Questions
Navigate 401K's website is http://www.navigate401k.com
Navigate 401K's LinkedIn profile is https://www.linkedin.com/company/navigate-401k
Navigate 401K has
4 employees.
View email and phone details for 4
employees at Navigate 401K.
Navigate 401K's industry is
Investment Management
Navigate 401K's top competitors are
White Oak Enterprises,
Navigate Wealth Management,
Accelerated Partners,
Hays Financial Group,
Integriq Consulting,
Tandem Workforce,
Vistage Charlotte, Nc,
Avobus Equipment Llc,
Speedway Solutions Ltd.,
Andercorp.
Navigate 401K's categories are Investment Management
Navigate 401K's founding year is 2020
