Secure Act 2.0 Guide
This guide helps simplify upcoming changes to retirement plans due to SECURE 2.0. From tax credits to understanding compliance, Ubiquity’s got you covered!
Everyone
Employers & Business Owners
Ubiquity Retirement + Savings Reveals Rebranding To Elevate User Experience
The San Francisco-based 401(k) provider announced brand enhancements to drive their commitment to help people improve their retirement future.
Everyone
Financial Advisors
Business 401(k) Costs and Savings
Calculate costs and savings of a small business 401(k) plan with Ubiquity’s calculator. Gain insights on tax credits and fees to make informed decisions.
Everyone
Employers & Business Owners
Ubiquity’s Guide to Small Business 401(k) Plans
Tailored for small businesses, this guide helps take the complexities out of retirement planning with actionable tips and strategies, and future-thinking insights.
Everyone
Employees
Catch-Up Contributions and SECURE 2.0: What to Know and Next Steps
In its simplest form, catch-up contributions are exactly what it sounds like: An opportunity for people 50 and older to “catch up” and save more money. Here's everything to know.
Everyone
Employees
Annual IRS Contribution Limits
The IRS released inflation adjustments for next year, including contribution limits, IRA income limits, and salary thresholds for key and highly compensated employees.
Everyone
Employees
SECURE Act Explained: Plan Eligibility for Long-Term Part-Time Employees
This post aims to provide an insightful guide for plan sponsors navigating these new regulations, ensuring smooth transition and compliance.
Everyone
Employers & Business Owners
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
%20costs%20and%20savings.webp)
