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Let’s schedule your consultation

During the consultation, one of our industry experts will guide you through the options and answer any questions you may have. Then if you choose to proceed, they’ll help you select, design, and optimize the right 401(k) plan for your business.

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Tell us about yourself

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Does @[Company] have an existing retirement plan?

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What type of plan does @[Company] have?

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We need to discuss your current plan before suggesting one of our own.

Before switching to Ubiquity, you may need to fulfill certain requirements depending on your existing plan. In the next few business days, one of our retirement experts will email you to schedule a call.

In the meantime, you can explore our retirement plans and pricing.

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Which option best describes your business?

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Are you looking to save more than $5K annually with your plan?

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How many employees do you have?

Total employees (including yourself)
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Do you have a business partner and/or spouse working at @[Company]?

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What is your preference for the plan design?

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Choose your investment option

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Do you want the flexibility to decide when employees are able to start contributing to the plan once it’s effective?

Your Plan Recommendation

Based on your selections, we think our Single(k) plan would be a good fit for your business!

Single(k)
For businesses that have no other full-time employees besides the owner and their spouse or business partner (up to 2 individuals total)
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Why this plan?
Our Single(k) Plans are designed for small businesses with no full-time employees other than the owner and their spouse or business partner. These plans offer the unique advantage of allowing contributions significantly higher than an IRA, along with all the benefits of a traditional big business 401(k).
Defining Features
  • Option to add Mega Backdoor Roth for additional savings
  • Choose your own investments at a brokerage/custodian of your choice (separate login)
Learn more
Your Plan Recommendation

Based on your selections, we think our Single(k) Plus plan would be a good fit for your business!

Single(k) Plus®️
The same as the Single(k) except for people prefer a recordkept 401(k) plan and the choice of pre-selected or customizable investment options
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Why this plan?
Our Single(k) Plus plans offer efficient 401(k) management tailored for small businesses run by owners and their spouses, featuring seamless handling of recordkeeping, investments, and support with easy transitions to a full-service plan as your business grows.
Defining Features
  • Ability to customize investment options or choose from pre-selected fund lists
  • Free assistance with annual 5500 EZ and 1099-R form preparation
  • View your balance, investments, and contribution deposits via your Ubiquity portal
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Your Plan Recommendation

Based on your selections, we think our Saver(k) plan would be a good fit for your business!

Saver(k)
An affordable 401(k) with expert-picked plan provisions.
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Why this plan?
Our Saver(k) plans are expertly designed for quick, ready-to-go deployment, allowing you to establish and manage your 401(k) efficiently without sacrificing value. These plans come with fully bundled plan administration, including recordkeeping, custodial services, and compliance servicing, ensuring a straightforward and hassle-free experience.
Defining Features
  • Flexibility to choose a turnkey or professionally-managed investment lineup
  • Automatic enrollment with auto-escalation to encourage participation
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Your Plan Recommendation

Based on your selections, we think our Custom(k) plan would be a good fit for your business!

Custom(k)
A highly-customizable 401(k) with flexibility and support.
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Why this plan?
Our Custom(k) plans are designed to meet the unique needs of your small business with robust customization, offering full-service plan administration including recordkeeping, custodial services, compliance, and client servicing. These plans also provide access to a diverse range of investment options from leading providers such as Vanguard, Schwab, and Fidelity.
Defining Features
  • Free design assistance from a retirement plan consultant
  • Fully customizable options for incentivizing key employees
  • Optional Safe Harbor plan to reduce annual IRS testing
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