Get Started

What would you like to do?

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

Talk to a consultant

Contact support

Get customer assistance for an existing Ubiquity retirement plan

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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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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 *

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Select your industry *

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2

What is your current role at @[Company]?

Select your role *

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3

Tell us how we can help you

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Select a topic *

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Your message *

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2

Does @[Company] have an existing retirement plan?

Yes

No

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3

Who is your current 401(k) provider?

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Current 401(k) provider *

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4

What type of plan does @[Company] have?

Select your retirement plan *

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5

Describe what type of retirement plan do you have?

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Retirement plan type *

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We’ll take it from here

Switching your retirement plan is simpler than it sounds. One of our retirement experts will reach out shortly to review your current setup, answer questions, and walk you through next steps.

In the meantime, explore our retirement plans and pricing.

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Success! A consultant will be in touch with you soon

You can expect to get an email from a Ubiquity consultant within a few days. In the meantime, feel free to explore our help center if you need answers to a specific question.

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

Explore Help Center

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3

Which option best describes your business?

I have a business with full-time employees

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

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4

How many employees do you have?

Total employees (including yourself)

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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)

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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.

What are your goals for offering a retirement plan?

Select all that apply. We'll use this to match you to the right plan.

Maximize retirement savings for myself and other key employeesReward long-term employees and improve retentionOffer competitive benefits package to attract talentHelp managing administration, compliance, and fiduciary responsibilitiesSatisfy a state mandate requirementGet an affordable plan that's easy to get started withI'm exploring my options and want to see what's possible

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6

Which of these matter to you?

Select all that apply based on what matters most to your business.

Allowing employees to take loans from their planAllowing employees to access funds in a hardshipWaiting period before new employees can joinUsing a vesting schedule to reward tenureFlexibility in employer match or profit sharing structure3(16) Fiduciary Services and 5500 filing assistanceUnsure, I'd rather have an expert help me decide

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7

Anything else we should know?

Share any additional details that may help our team recommend the right fit for your business.

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Your message (optional)

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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)

Starting at

$19

/ month (billed annually)*

Schedule a Consultation

Download Product Overview

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

Starting at

$37.50

/ month (billed annually)*

Schedule a Consultation

Download Product Overview

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

Learn more

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.

Starting at

$97

per month*

+$6/mo per eligible employee

Schedule a Consultation

Download Product Overview

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

Learn more

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.

Starting at

$177

per month*

+$6/mo per eligible employee

Schedule a Consultation

Download Product Overview

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

Learn more

Your Plan Recommendation

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

Reserve(k)

A premium 401(k) with full administrative support.

Starting at

$257

per month*

+$6/mo per eligible employee

Schedule a Consultation

Download Product Overview

Why this plan?

Our Reserve(k) plans are designed for businesses seeking a higher level of administrative support and fiduciary oversight, offering full-service plan administration including 3(16) fiduciary services, compliance support, and comprehensive 5500 audit assistance. These plans also help simplify ongoing plan management while providing guidance on available SECURE 2.0 tax credit opportunities.

Defining Features

SECURE 2.0 tax credit filing assistance
Comprehensive 5500 audit support
3(16) fiduciary services to manage 401(k) compliance and administration

Learn more