Resources Category: Withdrawals & Loans

401(k) Withdrawal FAQ’s

Andrew Meadows / 29 Sep 2020

How-to guide for making a cash distribution from your 401(k) account.

Required Minimum Distribution Guidelines

Gunter Johannes / 5 Aug 2020

Requirements and considerations for making required minimum distributions (RMD), including a how-to guide.

Loans Webinar

Gunter Johannes / 5 Aug 2020

Answers to common questions about applying for and managing loans from your Ubiquity 401(k) account.

Distributions Webinar

Gunter Johannes / 5 Aug 2020

Answers to common questions about making and managing distributions from your Ubiquity 401(k) account, including key tax considerations.

Loans FAQs

Gunter Johannes / 5 Aug 2020

Answers to common questions about applying for and managing loans from your Ubiquity 401(k) account.

Distribution FAQ

Gunter Johannes / 5 Aug 2020

Answers to common questions about making and managing distributions from your Ubiquity 401(k) account, including key tax considerations.

How to Apply for Loan From Your 401(k)

Gunter Johannes / 5 Aug 2020

How to apply for a loan from your Ubiquity 401(k) account.

Key steps to making withdrawals from your Ubiquity 401(k) account.

Read Ubiquity's Guide to Small Business 401(k) Plans
Download Your 401(k) Guide Now

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Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104