Our retirement plan consultants/experts will work closely with you to develop a retirement strategy that meets your needs and delivers beyond what you may have thought possible.Download Our Guide to 401k Retirement
Once we clarify your goals, we help you set up a customized, turnkey 401k that meets those goals and the needs of your employees. You’ll lock in your investment plan at a low fixed fee with no commissions, for a tailored, affordable plan that delivers far more than you ever thought you could have.
“Meli is amazing! Always ready to answer questions (even the silliest/smallest ones) and never makes me feel ridiculous for asking them. Additionally, she's wonderful at returning calls and really making her clients feel valued and listened to! I feel 100% secure in all things related to retirement because I know Meli has our back :)”
Set up and maintain your plan in a few minutes a month. Features:
“I am the plan administrator for our company’s Ubiquity 401k plan. I wanted to take a moment to commend Tony and his team. They all are very knowledgeable and have helped me with any question I may have. I have found them friendly and easy to reach either by phone or email.”
Outside of tax savings, I don’t see any other benefits
In addition to tax advantages, offering a retirement plan helps you attract and retain valuable employees.
“I am a new plan sponsor for my employer with Ubiquity. The friendliness of customer support was outstanding. So far, I am very impressed with Ubiquity! ”
Not too familiar with 401k plans?
No problem – we’ll give you the lowdown.
Download Ubiquity’s Guide to Small Business 401k planning and learn how a 401k can help lower your taxable income at a low fee and help you and your employees achieve greater financial security.
After almost two decades helping small business owners overcome their fears related to saving for retirement, we understand what’s holding you back, and we’re always here to help.
The Ubiquity 401k Guide can help you better understand your small business 401k options, and help you find the right small business retirement plan.
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