Reimagine your future with our low cost, transparent 401(k)s

Ubiquity’s low-cost, full-service retirement plans make it easy to grow your business, stay compliant, and reach your retirement goals. The [] has partnered with Ubiquity to offer:

  • Seamless benefits to ensure long-term financial well-being
  • Full plan compliance with State Mandates
  • $375 in member discount savings

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Submit this form or call (866) 528-3080 for a Ubiquity Retirement Plan Consultant to assist you.

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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.
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plan benefits

The benefits at a glance

Higher contribution limit
Grow your nest egg by contributing over 3x more than a traditional IRA.
Tailor-made or turnkey fund lists
You have options to choose expert-selected fund lists or customize your own.
Business tax deductions & other savings
Enjoy the same tax deductions  bigger businesses get and reduced taxable income for pre-tax contributions.
Act as employer & employee
Combine the features of a group 401(k) and a profit-sharing plan so you get the best of both worlds.
Expert help from real humans
We mean it when we say we’re here for you. Get expert plan consulting during setup.
Upgrade & grow
Seamlessly upgrade your plan to include full-time employees as your business grows.

Innovative resources that take on the hard work

Seamless payroll integrations
We plug into your payroll provider to make sure your retirement payroll deductions are deposited so you can focus on running your business.
Find Your Payroll Provider
End-to-end administration
From start to finish, your plan is managed and secured. Seamless payroll integration, real-time financial data, automated trading, and more – we do it all so you can have it all.
Broad investment options
A mix of diverse investment options allow you to target all your key areas – growth, income, and wealth preservation.
User-friendly system
Our user portals help you stay on top of deadlines with all the right information, at the right time. No noise or confusion, just simplicity.

What our customers are saying

“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.”

Christina G.

“This is, by far, the easiest 401(k) plan I've ever administered. It's perfect for small companies that want to limit their overhead time on 401(k) admin and compliance. Customer service has been excellent in every way. I've called about loans, rollover distributions, contributions, fund change notifications, compliance requirements, etc. and have always gotten a prompt, knowledgeable, and friendly response.”

Karina M.

“401(k) was a very daunting undertaking to start initiating in our small business, but Ubiquity has streamlined the setup process and been there every step of the way for us, so it hasn’t felt overwhelming at all.”

Robyn S.

“The customer service has been spectacular, and their ability to work with my team to educate them on the importance of retirement savings surpasses any other provider I've used. The team is amazing and their pricing and products are better than all the other providers I compared them against.”

Jason M.

“As a small business owner we were seeking a cost effective way to implement a 401(k). Ubiquity has been a great solution to our problem. We have had nothing but positive, proactive and timely responses to all of our inquiries from their Client Success Specialist. Their support department has provided us with all necessary forms and instructions for rolling over existing 401(k)s. We could not be happier."

Mike B.

“By partnering our services, we can provide a streamlined solution that empowers employees to make decisions about consumer-driven healthcare creating a long-term plan for retirement savings.”

Jon K.
401(k) Cost calculator

Looking for tax credits with a new retirement plan?

We’ve customized plan offerings to maximize tax credits. Check out our calculator to estimate your plan cost and available tax credits to reduce your fees. Plus, you can qualify for even more by matching your employee contributions.

Calculate 401(k) Costs & Tax Breaks
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