Are your IRA and 401(k) protected from future long-term care needs?
Medical advances extend life expectancy and costs. Savings with IRAs and 401(k)s helps protect taxable earnings and secure your financial future through your golden years.
Everyone
Employees
401(k) Benefits
401(k) plans are one of the most popular retirement savings vehicles because they’re flexible and provide solid benefits to both business owners and employees.
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Employers & Business Owners
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.
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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.
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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.
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Employers & Business Owners
401(k) Compliance Calendar
Don’t let your savings slip away. Stay on top of your 401(k) deadlines.
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Employers & Business Owners
Small Business Retirement Plans
Small business retirement plans ecure your employees' future and boost long-term business success.
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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
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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.
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Employees
Required Minimum Distributions
Learn How Required Distributions Affect your 401(k) Savings
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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.
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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
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