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Article

Ubiquity Retirement + Savings’ 2025 Year in Review

Small business retirement planning significantly shifted in 2025. Retirement plans, which were once viewed as a secondary benefit, became a core part of how employers compete, comply, and grow.

Guide

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!

Calculator

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.

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401(k) Plans
Safe Harbor

401(k) Nondiscrimination Testing

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Employers & Business Owners
Article
Plan Compliance

Who Is Exempt From Filing Form 5500?

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Employers & Business Owners
Article
401(k) Plans

401(k) Profit-Sharing Plan

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Employers & Business Owners
Article
401(k) Plans
Small Business

What Percent Should Small Business Match on 401(k)?

Everyone
Employers & Business Owners
Article
401(k) Plans
Plan Compliance

How Do I Find My 401(k) Plan Administrator

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Employers & Business Owners
Article
401(k) Plans
Small Business

How Much Can You Invest in 401(k) As a Small Business Owner?

Everyone
Employers & Business Owners
Article
401(k) Plans
Plan Compliance

When You Switch 401(k) Providers, How Long Do You Keep the Documentation of the Previous Provider?

Everyone
Employers & Business Owners
Article
401(k) Plans
Plan Compliance

What Is the Difference Between a 401(k) Plan Sponsor and a Plan Administrator?

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Employers & Business Owners
Article
Plan Compliance

What Is an Authorized Plan Administrator?

Everyone
Employers & Business Owners
Article
Safe Harbor

What Is 415 Safe Harbor Compensation?

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Employers & Business Owners
Article
Plan Compliance

What Is an ERISA Bond?

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Employees
Article
401(k) Plans
Plan Compliance

What Is a 401(k) Plan Administrator?

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