Ubiquity for Partners

Partner Resource Center

Explore curated resources including marketing materials, product overviews, and educational tools designed to support your partnership with Ubiquity and drive shared success.

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Brand & Marketing Assets

Access Ubiquity logos, brand guidelines, and ready-to-use digital ads to support  marketing efforts.

Ubiquity Brand Guidelines

Your go-to reference for using Ubiquity’s brand elements consistently across channels.

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Ubiquity Logos

Approved Ubiquity logos in multiple file types and visual formats.

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Ubiquity Digital Ads

Pre-designed digital ads to feature Ubiquity’s offerings in promotional efforts.

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Plan Options & Features

Get to know Ubiquity’s retirement solutions through product overviews, plan comparisons, and key feature insights.

401(k) Plans for Small Businesses

Overview of Ubiquity Retirement Plans

A high-level look at Ubiquity’s plan options, including key features, plan details, and comparisons.

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Automatic Enrollment Guide

Explore how automatic enrollment can boost participation, maximize savings, and meet compliance requirements.

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Understanding Safe Harbor 401(k)s

Learn how Safe Harbor 401(k)s ease admin burden and support stronger, more competitive benefits.

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Solo 401(k) Plans for Self-Employed Individuals

Overview of Ubiquity Solo 401(k) Plans

An at-a-glance guide to Ubiquity’s Solo 401(k) plans, including key features, eligibility, and product comparisons.

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Mega Backdoor Roth

Learn how solo 401(k) plan holders can maximize savings with the mega backdoor Roth strategy.

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Compliance & Legislative Resources

Stay current on 401(k) regulations and policy changes affecting small businesses, including SECURE 2.0 and information on state-mandated retirement programs.

Legislation Updates & Resources

Stay informed on key topics like SECURE 2.0, tax credits, and state retirement plan mandates.

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Boosting Retirement with SECURE 2.0

Understand key SECURE 2.0 features that help small businesses access tax credits, boost savings, and stay compliant.

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Annual IRS Contribution Limits

Quick-reference guide to 2025 contribution limits for retirement plans, IRAs, HSAs, and employee classifications.

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Education & Tools

Explore educational resources and tools to strengthen your 401(k) knowledge, highlight the value of offering a plan, and emphasize the importance of saving.

Articles & Guides

Ubiquity’s Guide to Small Business 401(k) Plans

Explore how 401(k)s support small businesses, with tips, strategic insights, and key plan benefits.

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Solo 401(k) Starter Guide

Learn how Solo 401(k)s work, who they benefit, and how they help maximize savings and offer tax advantages.

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401(k) Glossary

A quick-reference glossary of key 401(k) terms to help clarify and simplify industry jargon.

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IRA vs. 401(k): Understanding the Key Differences

Explore the differences between IRAs and 401(k) plans, including contribution limits, tax advantages, and plan features.

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Key Questions to Ask a Potential 401(k) Provider

Guidance for small business owners on essential questions to ask when choosing a 401(k) provider.

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401(k) Planning & Savings Calculators

401(k) Flat Fees vs. AUM Fees Calculator

Compare 401(k) fee structures to see how pricing models impact cost and long-term savings.

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401(k) Plan Costs & Savings Calculator

Estimate the potential costs and tax benefits of setting up a small business 401(k) plan.

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Retirement Calculator

Model your retirement savings and explore how different inputs can shape your results.

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Salary Paycheck Calculator

See how 401(k) contributions influence your take-home pay.

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Employer Match Credit Savings Calculator

Explore how matching 401(k) contributions can lead to tax credits and savings.

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