Ubiquity Retirement + Savings™ Meets the Needs and Budget of Your Small Business
For employers with no full-time employees other than the business owner and spousePurchase Now Get your Single(k) guide
Small businesses and startups looking for simplicity, low fees, and tax savingsFree consultation Get your Express(k) guide
Business owners who want to maximize their tax savings at lowest possible feesFree consultation Get your Custom(k) guide
$215 per year
Starts at $115 per month
Starts at $165 per month
Number of employees
No charges or commissions based on savings amount
Pre-tax contributions included
Roth (after tax) contributions included
Safe Harbor plans
Free Plan design assistance with a retirement plan consultant
Free Dedicated employer and employee support teams
Fully customizable options for incentivizing key employees
“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.”
Our retirement planning 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.
Free, efficient, expert advice
Ubiquity’s experienced sales team provides one-on-one, personalized coaching. We walk through the process with you, unraveling complexities and delivering advice based on best practices, for a customized, turnkey retirement plan that meet your goals and saves you time.
Low cost commitment
Since 1999, Ubiquity has remained committed to a very low, flat-fee, monthly subscription model and has never charged Assets Under Management (AUM) fees.
Keep more of your retirement savings
Don’t erode your retirement nest egg with excessive, additive administrative fees. Most of our competitors charge a percentage fee on your growing total account balance. Ubiquity’s flat, monthly, fixed subscription fee means you don’t pay an administrative fee based on the amount you have saved.
Ubiquity has been dedicated solely to small business retirement success for over 18 years. If you’re not satisfied, we work hard to make it right, and our longevity speaks to our dedication to our customers.