Ubiquity

401(k) for Optometry Practices

Consider a retirement plan specifically designed for eye care professionals. A Ubiquity Retirement + Savings™ 401(k) enables you to:

  • Lower your taxable income
  • Integrate and automate your plan administration
  • Affordable, flat-fee plans starting at $90/month
  • Receive up to $16,500 in tax credits over three years when you open a 401(k).*

    (*Up to $5,000 per year, plus an additional $500 per year for automatic enrollment for the first 3 years)

Customized Retirement Solutions in a Blink of an Eye

Cut through the complexity of choosing and customizing the right 401(k) plan. Connect with a retirement expert today.

Schedule a Consultation

Worry less about employee turnover—and more about caring for patients

When you’re running a small optometry practice or an independent ophthalmology clinic,  your focus is providing stellar patient care–not on staffing issues. Offering a retirement plan to your employees is a way to attract and retain a talented team. With our streamlined, low-maintenance 401(k) plans, you can easily offer a valuable benefit without any administrative headaches.

401(k) Plans Designed with You in Mind

We’ve been providing the optometry community with access to low-cost, flat fee plans for over two decades, and have invested time really listening to their day to day challenges. The result? An easy to administer small business 401(k) customized to meet the needs of practice owners and their teams.

Look to the future with a plan designed for medical practices. With a Ubiquity Custom(k) retirement plan you can:
  • Maximize tax savings through discretionary matching and advanced profit sharing.
  • Reap the rewards of tax-deferred retirement savings—including lowering your taxable income.
  • Focus on patient care and less on compliance and administration with features like payroll integration and Safe Harbor provisions.
  • Reward employee tenure through flexible eligibility and vesting schedules.

Connect with us to explore designing an affordable plan that works for you.

Get Started

© 2021 Ubiquity Retirement + Savings
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44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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