Get Started with Ubiquity Retirement | Ubiquity

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What would you like to do?

Get a product recommendation

Get a product recommendation

Get a product recommendation after answering a few questions about my retirement needs

Talk to a consultant

Schedule a consultation

Work with a Ubiquity retirement plan consultant to customize a retirement plan

Get customer assistance for an existing plan. Contact us here to get the answers you need.

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.

1

Tell us about yourself

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Your first name *

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Your last name *

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Your email address *

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Phone number *

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Company name *

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State where your company is located *

2

Does @[Company] have an existing retirement plan?

Yes

Yes

No

No

3

What type of plan does @[Company] have?

Select your retirement plan *

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.

3

Which option best describes your business?

I have a business with full-time employees

I have a business with full-time employees

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

4

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

Yes

Yes

No

No

4

How many employees do you have?

Total employees (including yourself)

5

Do you have a business partner and/or spouse working at @[Company]?

I have a business with full-time employees

No, it’s just me (1 person)

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

It’s myself and a spouse or business partner (2 people)

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

It’s myself, my spouse, AND a business partner (3 people)

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

It’s myself, my spouse, a businesses partner, and their spouse (4 people)

5

What is your preference for the plan design?

I have a business with full-time employees

I want an expert-designed plan that’s ready to go

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

I want to customize my own plan

6

Choose your investment option

Get a product recommendation

I want a simple login to see my assets and make contributions all in one place with a broad range of pre-selected investment options.

With this option, Ubiquity will be your recordkeeper. We keep your plan healthy by maintaining all functions including investments, enrollment, website portal inquiries, and customer support.

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Talk to a consultant

I want to waive Ubiquity as my recordholder and be responsible for managing my investments through a separate brokerage login.

With this option, Ubiquity will not handle your recordkeeping needs and you’ll be responsible for all your administrative duties and plan management. You will need to open your own custodial account / brokerage account with a custodian of your choice.

6

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

I have a business with full-time employees

No

I’m a solo business owner, freelancer or independent contractor (no full-time employees)

Yes, I want flexibility with eligibility requirements

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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Download Fact Sheet

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)

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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Download Fact Sheet

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

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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Download Fact Sheet

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

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.

Schedule a Consultation

Download Fact Sheet

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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Schedule a Free Consultation

Let’s connect and talk about how Ubiquity can support your efforts.

Schedule a Free Consultation

Let’s connect and talk about how Ubiquity can support your efforts.