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Business 401(k) / NQDC & executive benefits
Executive benefits

Reward and retain the people who drive your business.

Nonqualified deferred compensation and executive benefit plans, designed by a dedicated NQDC consultant — so you can attract, reward, and keep the key people a standard 401(k) can't fully serve.

Executive benefit consulting

Where a traditional plan runs out of room.

A 401(k) is a valuable tool, but its annual deferral cap — $23,500 for 2025, plus catch-ups — often covers only a fraction of a key executive's pay. Nondiscrimination testing can limit highly compensated employees further when broader participation is low.

Nonqualified deferred compensation and executive benefit plans fill that gap, letting select employees defer a larger — often unlimited — portion of their compensation on a tax-deferred basis. They give you a strategic way to reward leadership and close the savings gap the qualified plan leaves open.

01 | Why it matters

Compete on more than salary.

Close the savings gap

Key earners can defer a larger — often unlimited — share of pay beyond the 401(k) cap, on a tax-deferred basis.

Retain top talent

Vesting schedules and performance-based payouts act as golden handcuffs that reward continued commitment.

Reward performance

Tie incentive compensation directly to individual, team, or company-wide results to drive a results-driven culture.

Strengthen loyalty

Future financial incentives tied to employment align your most valuable people with the company’s long-term success.

02 | The case for a plan

Where the qualified plan runs out.

Contribution and compensation caps mean a 401(k) alone replaces a shrinking share of income as pay rises. That gap is exactly why leading employers layer a nonqualified plan on top.

98%

Of Fortune 1000 companies offer a nonqualified deferred compensation plan to some or all key employees.

Source: OneDigital, citing industry data (2026).

85%

Of employers offering an NQDC plan do so to keep their benefits package competitive for top talent.

Source: PSCA 2024 NQDC Plan Survey (85.2%).

$360k

IRS cap on the pay that can count toward a qualified plan in 2026 — compensation above it can't be deferred or matched there.

Source: IRS 401(k) contribution limits (2026).

Figures reflect the referenced sources as of the dates noted and are provided for general educational purposes; survey results vary by methodology, sample, and year, and IRS limits are adjusted annually. This is not tax, legal, or investment advice. Nonqualified deferred compensation involves risks — including the employer's creditors — that differ from a qualified 401(k); consult a qualified advisor about your situation.

02 | The toolkit

Three ways to reward your key people.

These plans are rarely one-size-fits-all. We match the structure — or combination — to the outcome you're after.

Deferral Nonqualified deferred compensation

Select employees defer salary, bonuses, or other pay into a plan that postpones income tax until a future date — with no IRS-imposed contribution limits.

No qualified-plan contribution caps
Optional employer match or discretionary contributions
Governed by Section 409A payout rules
Performance Incentive bonus plans

Reward top performers by tying additional compensation to measurable outcomes — revenue targets, milestones, retention, or strategic goals.

Discretionary or formula-based structures
Lump-sum, periodic, or deferred payouts
Vesting delays that support retention
Simple & owned Section 162 bonus plans

A simple, flexible arrangement: the business pays a bonus the employee uses to fund a personally owned life insurance policy or investment account.

Attract and retain top talent
Tax-deductible for the business
Employee-owned benefit
03 | How it works

Inside a deferred compensation plan.

No contribution limits

Unlike a 401(k), there are no IRS-imposed caps on how much select employees can defer.

Elections made in advance

Deferral elections must be made before the year in which the compensation is earned, under Section 409A.

Employer contributions

Employers may add matching or discretionary contributions, which follow the same tax-deferred treatment.

Notional accounts

Deferred amounts stay part of the company’s general assets and are tracked in a notional account for the employee.

Funding strategies

Informally funded, thoughtfully secured.

NQDC plans stay part of your general assets to preserve their tax treatment — but you don't have to leave future liabilities unmanaged. We help you set aside assets to meet them with confidence.

Informal Set assets aside Plans remain unfunded to preserve nonqualified status, but many employers earmark assets to manage future obligations.
COLI Corporate-owned life insurance COLI policies accumulate tax-deferred cash value and can provide tax-free death benefits to help fund payouts.
Rabbi trust A rabbi trust An irrevocable trust earmarks assets for participants while keeping them accessible to creditors — maintaining the plan’s status.
04 | Our process

A consultative path from goals to go-live.

1
Discover & alignA focused kickoff with key stakeholders to clarify objectives and identify your organization’s unique needs.
2
Build buy-inEngage internal and external stakeholders, align expectations, and secure executive sponsorship for a smoother rollout.
3
Design the planPresent tailored plan-design options, weigh security, funding, and compliance, and recommend the optimal structure.
4
Select vendorsIssue a targeted RFP to pre-qualified providers and score proposals to select TPAs and partners on fit and service.
5
Document & trainFinalize the benefit structure, draft compliant plan documents, and deliver clear communication and training.
6
Launch & supportOversee implementation, monitor onboarding, and provide regular check-ins and ongoing consulting.
05 | Why Navigate

A specialist, not a generalist.

Many advisors understand these plans only at the surface and lean on the recordkeeper for answers. For us, executive benefits are a core discipline.

A dedicated consultant

A dedicated NQDC consultant on staff who has completed NAPA’s NQPC program to ensure a high-quality experience.

A core area of expertise

Executive benefits are one of our core disciplines — not a surface-level add-on to a broad practice.

Leading provider relationships

We maintain relationships with several leading NQDC providers and collaborate to recommend the best fit.

An ongoing resource

These plans are complex; our team guides participants so they fully understand and appreciate the benefit.

06 | FAQ

Questions employers ask.

Let's design a plan around your key people.

A short consultation surfaces the challenges you're solving for — and the plan structures that fit your goals, workforce, and ownership picture.