INSTRUCTIONS: Account Setup Guide Only (plans not managed by TPA)

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Please send this guide to employees to help them familiarize with how to set up their new 401(k) plan. Note: this guide is only for plans not managed by a TPA.

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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