New Comparability 401(k) Plans Help You Save Thousands More¹

Save up to $66,000 + $7,500 if you’re 50 or older
Flexible contributions from year to year
Fantastic tax deductibility
Easy & low cost
First 3 years setup and admin fees may be covered by updated Secure 2.0 tax credits

Your New 401(k) with New Comparability Could be Fully Covered by Secure 2.0

See Your Secure 2.0 Savings Now

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What is New Comparability?

Enables owners and highly compensated employees with the flexibility to receive higher percentages of employer profit sharing contributions than all other eligible staff. New comparability (also known as new comp) plans are perfect for:

Dentists
Doctors
Opticians
Physical therapists
Real estate agents

Lawyers
Venture capitalists
Technology firms
Professional service providers
And more!

How much can you save using New Comparability?

For 2023, you can save up to $66,000 ($22,500 as an employee + $43,500 as the employer). Plus, you can save an additional $7,500 if you’re age 50 or older.

Why Our Customers
Love New Comparability

1. Flexible:

You can opt to offer a profit share on a good year and forego or reduce it during lean years or years of heavy investment in your business. Contributions can easily increase or decrease from year to year at employer’s discretion, depending on their business situation and goals.

2. High contribution limits:

Owners can receive higher percentages of employer contributions in a new comp plan.

3. Tax deductibility:

Employer contributions are not subject to payroll tax and are generally tax deductible. This helps lower your company’s overall tax burden for the year. Owners may lower their personal income tax rates as well.

4. Rewards older / highly compensated employees:

You now have the ability to save significantly more money faster, which will help decrease the time to your own retirement! You’ve earned it and deserve this opportunity.

5. Easy and low cost:

Ubiquity new comparability plans are very affordable and simple to administer. Plus we take care of compliance, so you can focus on growing your business.

See if New Comparability will work for your business today

Schedule Free Consultation

¹ Ubiquity is not a registered investment advisor and no portion of the material herein should be construed as legal or tax advice. Please consult with your financial planner, attorney and/or tax advisor for advice.

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