Financial Advisors Guide to Ubiquity 401k Plans
Learn why advisors and their clients choose Ubiquity and about the suite of plans available.
Everyone
Financial Advisors
Navigating 401(k) Plan Compliance
This article aims to demystify the essentials of 401(k) plan compliance, providing a clear roadmap to avoid legal pitfalls and create a solid retirement savings vehicle for your employees.
Everyone
Employers & Business Owners
Solo 401(k) Provider
With the right provider, solo business owners can gain immediate tax benefits, save for the future, and enjoy financial flexibility at an affordable cost.
Everyone
Employers & Business Owners
Small Business 401(k) Setup: Key Questions to Ask Your Retirement Plan Provider
Setting up a small business 401(k) can be overwhelming, but we're here to help! In this guide, we cover the questions you need to ask your plan provider to simplify the process.
Everyone
Employers & Business Owners
Do Gig Workers Need a 401(k) Plan? The Answer is Yes!
If you’re a gig worker wondering how to secure your financial future, you’ve come to the right place. Let’s delve into the comprehensive benefits of a small business 401(k) plan and how to go about setting one up.
Everyone
Employers & Business Owners
Navigating Forms for Small Business 401(k) Plans
By understanding these forms and timelines, not only do you ensure compliance, but you also offer your employees and yourself two incredible psychological benefits: peace of mind and a greater sense of security.
Everyone
Employers & Business Owners
401k Pricing Flat Fees vs Percentage Fees
Discover some of the subtleties in 401(k) pricing as some fees can impact the growth of your account. Learn what you need to know to manage your retirement savings.
Everyone
Employers & Business Owners
Ubiquity Retirement + Savings® Celebrates 24 Years of Revolutionizing the Small Business 401(k) Space
As Ubiquity celebrates our 24-year anniversary, it’s a time for reflection and appreciation for our journey to help small businesses thrive in the retirement savings landscape.
Everyone
Employers & Business Owners
Embrace the Roth Option in Your 401(k): A Small Business Owner’s Guide
As a small business owner, you wear multiple hats and juggle numerous responsibilities. While focusing on the growth and success of your business, it’s important not to neglect your own future, or that of your employees.
Everyone
Employers & Business Owners
Pros and Cons of Taking Out a 401(k) Loan for Emergency Expenses
While loans may offer a temporary or long-term financial solution, it's crucial to weigh the pros and cons before pulling money from your retirement account.
Everyone
Employees
7 Benefits of Offering a Vesting Schedule in Your Small Business 401(k) Plan
If you own a small business, offering a 401(k) plan can be a great way to attract and retain talented employees. But if you want to make your plan even more appealing, consider adding a vesting schedule.
Everyone
Employers & Business Owners
Compound Interest: Unlocking the Power of Growth in Your 401(k) Plan
In this article, we will explore the concept of compound interest and its impact on your 401(k) investments.
Everyone
Employees
