Terms of Use

Last updated 2026-08-31

These terms govern your use of this website. By using the site you accept them.

Informational purposes only

Everything on this website is provided for general information. It is not investment, legal, tax, or accounting advice, and it is not a recommendation to buy or sell any security or to adopt any investment strategy. It does not take account of your particular circumstances. You should speak to a qualified professional before acting on anything you read here.

Nothing on this site is 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. Navigate 401K conducts business only in states where it is registered or is exempt or excluded from registration.

No advisory relationship

Using this site, or sending us a form, does not create an advisory or fiduciary relationship. An advisory relationship begins only when both parties sign a written agreement.

Calculators and tools

The tax credit, required minimum distribution, and contribution limit tools on this site produce estimates from the figures you enter. They make simplifying assumptions, may not reflect current law, and are not a substitute for advice or for a plan document. Do not rely on them for filing, funding, or distribution decisions.

Third-party links and logins

This site links to recordkeeper and custodian login pages and to other third-party sites. We do not control those sites and are not responsible for their content, security, or privacy practices. A link is not an endorsement.

Intellectual property

The content, design, and marks on this site belong to Navigate 401k, LLC or its licensors. You may view and print pages for your own use. You may not republish, sell, or redistribute them without our written permission.

No warranty

The site is provided “as is”. We do not warrant that it will be uninterrupted, error-free, or that the information on it is complete or current.

Limitation of liability

To the fullest extent permitted by law, Navigate 401k, LLC is not liable for any indirect, incidental, or consequential loss arising from your use of this site. Nothing in these terms limits any liability that cannot be limited under applicable law, including under federal or state securities laws.

Governing law

These terms are governed by the laws of the State of Alabama, without regard to its conflict-of-laws rules.

Changes

We may update these terms; the date at the top of this page shows when they last changed.

Contact us

Navigate 401k, LLC
2850 19th Street South, Suite 350, Birmingham, AL 35209
(205) 224-9502