401(k) for Doctors and Medical Practices

Consider a retirement plan specifically designed for healthcare 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 $97/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)

Prescribe a Bright Future with
a Ubiquity 401(k)

Keep what's yours with Ubiquity's affordable, flat fee 401(k) plans. Call 866.634.6116 or schedule a free consultation with a retirement expert to learn more.

Schedule a Consultation

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

When you’re running a small medical practice, an independent clinic, or home healthcare agency, 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.

Download Your Guide to Custom(k)

    401(k) Plans Designed with You in Mind

    We’ve been providing the medical community with access to low-cost, flat fee plans since our inception in 1999, 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 doctors 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

    © 2023 Ubiquity Retirement + Savings
    Privacy Policy
    44 Montgomery Street, Suite 300
    San Francisco, CA 94104

    Facebook Twitter LinkedIn YouTube

    © 2023 Ubiquity Retirement + Savings
    Privacy Policy
    44 Montgomery Street, Suite 300
    San Francisco, CA 94104