Ubiquity

401(k) Plan Resources

Helping Individuals Create a More Secure Financial Future and Peace of Mind

Knowledge is Peace of Mind

When the future looks uncertain, the best thing you can do is prepare. Ubiquity wants to help give your small business team peace of mind while supporting your business goals as we navigate this challenging economic period. Get the free resources you need to help your team succeed—downloadable guides, calculators, videos, webinars, and FAQs.

FAQ Guides Videos Tools Articles Resources Webinars

Tools and Calculators

How much should you be saving for your retirement? What will your savings be worth when you retire? Learn how much you should be saving towards your future with Ubiquity tools.

401(k) Calculator

Use the Ubiquity Retirement + Savings™ 401(k) calculator to get the hard numbers about your retirement savings.

View Calculator

CensiblyYours® Financial Wellness Tools

Fees shouldn’t grow with your plan balance. See how much you can save with CensiblyYours®.

View Calculator

Recommendation Engine

Cut through the complexity of choosing and customizing the right 401(k) plan.

Get Your Price

Videos

Take a minute to learn something new about 401(k) plan today with Ubiquity's video library.

View All Videos
Small Business Owner financial wellness

401(k) vs. IRA Plans

 

Watch Video
Small Business Owner financial wellness

401(k) Loans

 

Watch Video
Small Business Owner financial wellness

Solo 401(k) Plans

 

Watch Video

Articles

Read about the latest 401(k) related news. Learn what's new laws were passed in 2020 to address small businesses ' needs.

View All Articles
Small Business Owner financial wellness

The Small Business Owner’s Guide to Financial Wellness

Read More
Scale weighing paying off credit cards against saving for retirement.

Is It Always Best to Pay Off Credit Cards Before Saving for Retirement?

Read More
Text with

Are your IRA and 401(k) protected from future long-term care needs?

Read More

Guides

Our downloadable guides provide up-to-date information on key 401(k) information.

The Definitive Guide to Small Business 401(k)

Download Now

Safe Harbor 401(k) Guide

Download Now

2020 Retirement Plan Contribution Limits

Download Now

Resources

Additional 401(k) educational content.

Webinars

Small Business Owner financial wellness
401(k) Loans

Everything You Need to Know About 401(k) Loans

Watch Webinar

401(k) FAQs

Get the Basics on These Most Frequently Asked Questions About 401(k)

What is 401(k)?
Borrowing from my 401(k)