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401k Resources, News and Trends

6 Jan 2018

Learn How to Stop These 3 Bad Financial Habits

Everyone is guilty of falling into bad habits, especially given the fast-paced world we live…

 Can I Take a Loan From My 401k?
2 Jan 2018

What Is a Form 5500? Watch this Video

What is a form 5500? For employees, taxes are done when the W-2 is filed.…

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401k Plan Information 401k Resources Business IRA Resources Personal Finance
Can I Take a Loan From My 401k?
2 Jan 2018

Can You Take a Loan From Your 401k?

This week’s question comes from Casey who asked whether you need a spouse’s consent before…

 Paris Louvre
21 Dec 2017

Greetings from Paris, Circa 2039

Hey there present-day Lisa – it’s me, future Lisa, I just wanted to send you…

 Saving for Your First Retirement Savings Plan? Talk to HR
8 Dec 2017

Saving for Your First Retirement Savings Plan? Talk to HR

Participating in your first retirement savings plan can seem overwhelming and may stir up a…

 Save Like a Boss (Or a Millennial)
27 Nov 2017

5 Ways to Save like a BOSS (or a Millennial)

As a busy career woman and Millennial who is hyper-conscious about saving and being a…
25 Nov 2017

Having Emergency Savings Can Save A Life

I have always been a diligent saver, scared at the thought of racking up huge…

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© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357