Meets the Needs and Budget of Your Small Business
Cut through the complexity of choosing and customizing the right 401k plan. Answer a few questions and get your price.
For businesses with no full-time employees except the owner/spouse/partner
Expert-picked plan provisions in one easy-to-manage package
Small businesses and startups looking for simplicity and tax savings
Business owners who want a fully customized plan to maximize their tax savings
Pre-tax contributions included
Roth (after tax) contributions included
Safe Harbor provision
Automatic Employee Enrollment
CensiblyYours Investment and Financial Wellness
Employee online access
Free dedicated employer and employee support teams
No charge or commisions based on savings amount
Flexible age + service eligibility
Flexible Employer Contribution Vesting
Fully customizable options for incentivizing key employees
Our team is ready to show you how easy saving can be.
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.
Satisfaction guaranteed
Ubiquity has been dedicated solely to small business retirement success since 1999. If you’re not satisfied, we work hard to make it right, and our longevity speaks to our dedication to our customers.
© 2020 Ubiquity Retirement + Savings
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44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357
© 2020 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357