Call 866.634.6116 or identify a plan that aligns with
your goals.
Over 30 states have considered enacting state-mandated retirement plan legislation, some of which have voted those programs into law. Find your state below and uncover current information about retirement plan legislation.
Call 866.634.6116 to learn more.
Maximum employee annual contribution amount
$7,000
($8,000 if age 50 or over)
$23,000
($30,500 if age 50 or over)
Additional annual employer contribution
Not offered
Yes, up to $69,000 in combined employee and employer contributions
Flat fees that don’t increase with your account balance
No, asset-based fees
Yes, flat fees
$500 credit to offset setup costs
No
Yes
Investment guidance based on individual risk tolerance
No
Yes
Flexible vesting schedule for employer contributions
No
Yes
Act before your state’s compliance deadline.
Call 866.634.6116 today or schedule your free consultation.
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© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Talk to Sales
Schedule a Free Consultation
Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET
© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104