Search Results

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
0 results found.
Financial Wellness

Do I Have to Pay Back an SBA Disaster Relief Loan?

The U.S. Small Business Administration is offering Economic Injury Disaster Loans (EIDL) worth up to $2 million. The goal is to support small businesses in overcoming temporary loss of revenue.
Everyone
Employers & Business Owners
Safe Harbor

How to Set Up a Safe Harbor 401(k) Plan

Looking to reward your employees with higher retirement contributions and allow higher contributions for owners, while legally bypassing potentially expensive annual nondiscrimination testing?
Everyone
Employers & Business Owners
401(k) Plans
Small Business

How Much Does a 401(k) Cost a Small Business?

Worried about the cost of starting a 401(k)? Ubiquity offers simple, affordable retirement solutions designed to meet your needs and your budget.
Everyone
Employers & Business Owners
401(k) Plans
Financial Wellness

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) Plans

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.
Everyone
Employers & Business Owners
Plan Compliance

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
Solo 401(k)
Roth 401(k)

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
Plan Compliance

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) Plans
Plan Compliance

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

Small Business Retirement Plans

Small business retirement plans ecure your employees' future and boost long-term business success.
Everyone
Employers & Business Owners
Plan Compliance

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
Financial Wellness
Plan Compliance

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
Discover the best retirement plan for your business today
Get Started

Have questions?   Talk to a Consultant