Get Your 401k Started

In Three Easy Steps

Basic Needs Assessment
Customize Your Plan
Review Your Options

Nice work! Now let’s take a look at your plan.

Simply share your details and your recommendation will be displayed here - and we will also email a copy.

Great news in 2020!

If you have employees, you are eligible to receive up to $16,500 in tax credits over three years (up to $5,000 per year, plus and additional $500 per year for automatic enrollment).

We look forward to reviewing you plan with you. Once you complete the form, a Ubiquity Retirement plan expert will reach out to you within a business day to verify your information and complete your plan set up.