Tailored 401(k) solutions designed to streamline management, support your team, and secure your legal firm’s future.
We focus on helping your employees take control of their retirement future by combining innovative tools, personalized resources, and expert guidance. With us by their side, they are able to thrive and drive financial success for themselves and your business.
We integrate with top payroll providers so you can easily find their payroll, connect their plan, and build a straightforward 401(k).
A 401(k) plan from Ubiquity is a valuable tool that helps law firms like yours attract and retain top talent while reducing tax liability. Whether you’re starting from scratch or converting an existing 401(k), our retirement solutions offer profit-sharing flexibility, deductible employer contributions, and streamlined administration, making them a smart long-term investment for your business and team.
Yes! We offer a flat-fee pricing model that keeps your costs predictable, regardless of firm size or asset growth. Small or mid-size firms can get the same benefits as larger firms – but without percentage-based charges or hidden fees.
Yes! You can allocate a portion of your firm’s profits to employee retirement accounts, which will help you reduce taxable income and boost long-term satisfaction and retention. It’s a fantastic way to strengthen your firm’s profitability and share success with your team.
We handle everything from IRS reporting and ERISA updates to everyday plan compliance so you can focus on your clients. We also offer 3(16) fiduciary services, meaning we take care of monitoring deadlines, Form 5500 preparation and filing, and staying up to date on regulations so you don’t have to worry about penalties or audits.
We can help you minimize your taxable income through deductible employer contributions and profit-sharing. You also may be eligible for up to thousands in tax credits through the SECURE 2.0 Act, which is beneficial for offsetting setup and maintenance costs.
Yes, you can design your plan to include part-time employees, ensuring your entire team has access to retirement savings.
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