Understanding Form 5500
If you’re a plan administrator for a defined contribution plan, like a 401(k), you’re required to file an annual return called a Form 5500.
Everyone
Employers & Business Owners
Mega Backdoor Roth
Ubiquity’s Mega Roth option in Single(k) lets business owners optimize savings with additional after-tax contributions, beyond what's possible in a 401(k) plan.
Everyone
Employees
3(21) Investment Fiduciary Services
Learn what a 3(21) investment fiduciary can—and can’t—do to help manage your small business retirement savings plan.
Everyone
Employers & Business Owners
401(k) Compliance Calendar
Don’t let your savings slip away. Stay on top of your 401(k) deadlines.
Everyone
Employers & Business Owners
Small Business Retirement Plans
Small business retirement plans ecure your employees' future and boost long-term business success.
Everyone
Employers & Business Owners
Distribution Rules
Whether You are Changing Jobs or Ready to Retire, it is Important to Understand When You Can Take Your Savings Out of the 401(k) and How You will be Taxed
Everyone
Employees
Contribution Limits for High Earners
Whether you're an employer looking to design a 401(k) plan or a high-earning individual wanting to maximize your savings, it's crucial to grasp the different contribution limits.
Everyone
Employees
Required Minimum Distributions
Learn How Required Distributions Affect your 401(k) Savings
Everyone
Employees
Retirement Planning
In addition to educational resources and calculators, Ubiquity can help you with plans such as 401(k)s and HSAs that make it easy for small businesses and workers to save more.
Everyone
Employees
401(k) Rollover
A rollover from one employer’s plan to another will not trigger tax consequences and will allow you to build your savings beyond retirement. Here's everything you need to know.
Everyone
Employees
401(k) Cost
In recent years, a lot of media attention has been focused on 401(k) cost and the fees business owners and their employees are paying for 401(k) investments and recordkeeping services – and for good reason.
Everyone
Employers & Business Owners
Small Business 401(k) Employer Matching Contributions
A 401(k) is a popular retirement plan, offering employees a convenient way to save and providing employers flexible contribution options to boost savings.
Everyone
Employers & Business Owners
%2520Investment%2520Fiduciary%2520Services%2540T.png)
%20Rollover%40T.webp)
%2520Cost%2540T.png)
%20Employer%20Matching%20Contributions%40T.webp)