Business 401k | Ubiquity Retirement

why ubiquity

Tailored retirement plans from industry-leading professionals

For over two decades, Ubiquity has helped businesses maximize tax benefits without the headaches through advanced, future-driven features, meeting workforces where they are. The best part? Our team of experts will help you get set up you have exactly what you need for your business from the start.

features for businesses

Free plan design & consultation with a retirement expert

A variety of contributions based on plan type

Access to broad investment options (Vanguard, Schwab, Fidelity, & more)

Simplified IRS and DOL compliance

What is this?

cost estimate

Get an estimate of your 401(k) cost and potential tax credits

Fill out the fields below to calculate the approximate costs of a new Ubiquity 401(k) as well as potential tax credits.

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Annual Fees

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Annual Tax Credits

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1st Year

2nd Year

3rd Year

Annual fees

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Annual tax credit

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Startup tax credits

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Auto-enrollment tax credits

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Total cost after credits

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Additional tax benefits

You may be able to benefit from tax deductions on your employer contributions up to $1,000 per employee, for the first 2-5 years of the plan.

We make it easy to invest in your retirement future

Attract and retain employees

Competitive benefits keep employees satisfied, loyal, and productive

Tax deductions and credits for business owners

Lower the taxes you owe and put your savings toward the growth of your business

Efficient contribution management

Simplified streamlined payroll deduction ensures employees come first

Dedicated support

Want to talk to one of our retirement experts to make sure our Business 401(k) will suit you?

Talk to a Consultant

Frequently asked questions

What 401(k) plans do you offer?

We offer three Business 401(k) plans: Reserve(k)®, Custom(k)®, and Saver(k)®.

Reserve(k): All-inclusive, all-encompassing plan that also includes a few extras like fiduciary oversight, Fidelity bonds and more.
Custom(k): This option is perfect if you’re looking for something 100% tailor-made to your specific needs.
Saver(k): This plan features a value pack that is turnkey, easy to manage, and affordable, but you still get many of the big business options.

How user-friendly is your platform?

We built a platform geared toward ensuring that your plan is easy to manage and understand. We have incorporated streamlined administration, reports, simple payroll integration, recordkeeping, and transparent low costs.

What major features are included?

All our plans are designed to help business owners and their employees maximize their retirement benefits through features like:

Integration with all major payroll providers
Optional safe harbor provisions
Dedicated support
No trade commissions
Pre-tax contributions and/or Roth contributions
Maximum contribution limits
Opportunities for tax credits and deductions

Book a consultation to discuss more features included.

How do I get started?

‍Schedule a free consultation. Our team of retirement experts will discuss your needs and walk you through our suitable offerings before you officially sign up.