401(k) for Lawyers

Consider a retirement plan specifically designed for legal professionals. A Ubiquity Retirement + Savings™ 401(k) enables you to:

  • Lower your taxable income
  • Integrate and automate your plan administration
  • Increase and reward employee tenure
  • Receive up to $16,500 in tax credits over three years when you open a 401(k).*

    (*Up to $5,000 per year, plus an additional $500 per year for automatic enrollment for the first 3 years)

Advocate for Your Future with
a Ubiquity 401(k)

Keep what's yours with Ubiquity's affordable, flat fee 401(k) plans. Call 866.634.6116 or schedule a free consultation with a retirement expert to learn more.

Schedule a Consultation

Worry less about plan administration—and more about winning cases

According to a recent survey*, 23% of small firm attorneys said they struggle with time management because they’re forced to balance client work with all the demands of running their own small business.

Offering a retirement plan to your team is a way to attract and retain top talent. With Ubiquity’s streamlined, affordable low-maintenance 401(k) plans, you can offer a valuable benefit without any administrative headaches.

* Law Firm Suites: 8 Biggest Challenges of a Small Firm Lawyer

Download your Guide to Custom(k)
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401(k) Plans Designed with You in Mind

We’ve helped law firms in their pursuit of efficiency and excellence since our inception in 1999, and have invested time really listening to their day to day challenges. The result? An easy to administer 401(k) customized to meet the needs of law firms.

Advocate for your future with a plan designed for legal practices. With Ubiquity’s Custom(k) retirement plan you can:
  • Maximize tax savings through discretionary matching and advanced profit sharing.
  • Reap the rewards of tax-deferred retirement savings—including lowering your taxable income.
  • Focus on winning cases and less on compliance and administration with features like payroll integration and Safe Harbor provisions.
  • Reward employee tenure through flexible eligibility and vesting schedules

Connect with us to explore designing an affordable plan that works for you.

Get Started

© 2023 Ubiquity Retirement + Savings
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44 Montgomery Street, Suite 300
San Francisco, CA 94104

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© 2023 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 300
San Francisco, CA 94104