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Tell us about yourself

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2

Which industry segment best describes your practice?

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3

How many employees do you have?

Total employees (including yourself)
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4

Does @[Company] have an existing retirement plan?

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5

Who is your current 401(k) provider?

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6

Tell us how we can help you

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6

What type of plan does @[Company] have?

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7

Describe what type of retirement plan do you 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. 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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Sorry, this 401(k) plan is for qualified dental practices only.

To get a customized plan recommendation for @[Company], one of our retirement experts will contact you to schedule a consultation.

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

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Sorry, this 401(k) plan is for dental practices with two or more employees.

To get a customized plan recommendation for @[Company], one of our retirement experts will contact you to schedule a consultation.

In the meantime, you can 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. 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.

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Your Plan Recommendation

Success, you're pre-qualified for our Custom(k) plan!

Chosen by 87% of dental practices on Ubiquity

Your Plan Cost
$@[Price]
per month*
Based on @[Employees] eligible employees
Schedule a Consultation
Employer Administrative Fees
Type of Fee
Frequency
Amount
Setup Fee
One-time
$495
Adminstration Fee
Monthly
$176.50
Participant Fees
Type of Fee
Frequency
Amount
Participant Fee*
Monthly
$6
* Can be paid by employer or passed to participants.
Most popular
Custom(k)
Plan Overview
Why this plan?
Built specifically for dental practices, this plan reflects the features commonly chosen by similar firms looking to maximize owner savings, stay compliant, and provide a strong employee benefit.
Defining Features
  • Flat fee pricing keeps costs predictable as plan assets grow
  • QACA 4% Safe Harbor match helps reduce annual testing requirements
  • Discretionary profit sharing supports higher owner contributions
  • SECURE 2.0 compliant with auto enrollment provisions built in
Eligibility
Minimum age
21
Service requirement
1 year (12 mo / 1,000 hrs)
Plan entry
Semi-annually
Contributions
Eligibility requirements
Available
Auto-enrollment
3% deferral with annual escalation to 10%
Auto-escalation
1% per year, capped at 10%
Safe Harbor
QACA 4% Enhanced match, per pay period
Profit sharing
Pro-rata (discretionary)
Vesting
Profit sharing vesting
2-year cliff
Safe Harbor vesting
2-year cliff
Access
Loans
Yes
Hardship withdrawals
No
Brokerage accounts
No
This is a summary of the standard plan provisions. The plan document and Summary Plan Description, provided after enrollment, are the controlling documents.
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