Ubiquity

401k 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.

401k Calculator

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

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CensiblyYours® Financial Wellness Tools

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

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Recommendation Engine

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

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Videos

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

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Small Business Owner financial wellness

401k vs. IRA Plans

 

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Small Business Owner financial wellness

401k Loans

 

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Small Business Owner financial wellness

Solo 401k Plans

 

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Articles

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

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Small Business Owner financial wellness

The Small Business Owner’s Guide to Financial Wellness

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Scale weighing paying off credit cards against saving for retirement.

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

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Text with

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

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Guides

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

The Definitive Guide to Small Business 401(k)

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Safe Harbor 401(k) Guide

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2020 Retirement Plan Contribution Limits

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Resources

Additional 401k educational content.

Webinars

Small Business Owner financial wellness
401k Loans

Everything You Need to Know About 401k Loans

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401k FAQs

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

What is 401k?
Borrowing from my 401k