KBI Benefits Resource Center

Understand how Ubiquity’s transparent pricing, flexibility, and support stack up against competitors.

A practical overview of how to identify opportunities, submit referrals, and understand how Ubiquity supports your clients.

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

Approved Ubiquity logos in multiple file types and visual formats.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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