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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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Article
Safe Harbor

Pros and Cons of a Safe Harbor Plan

Everyone
Employers & Business Owners
Article
401(k) Plans

How to rollover your 401(k) once an employer changes retirement providers

Everyone
Employers & Business Owners
Article
401(k) Plans

What Are the Steps to Transferring 401(k) Providers

Everyone
Employers & Business Owners
Article
401(k) Plans
Financial Wellness

Can a Trust Be a Beneficiary of a 401(k) Plan

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Employees
Article
Safe Harbor

What is a Safe Harbor Nonelective Contribution

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Employers & Business Owners
Article
Safe Harbor

How to Determine Safe Harbor Contributions

Everyone
Employers & Business Owners
Article
Safe Harbor

What Should I Contribute As a Catch-up Safe Harbor 401(k)

Everyone
Employees
Article
Safe Harbor

What Is a Safe Harbor Matching Contribution for a 401(k)?

Everyone
Employers & Business Owners
Article
Safe Harbor

What are the Safe Harbor 401(k) Plan Rules

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Employers & Business Owners
Article
Safe Harbor

What is a Safe Harbor Match?

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

SIMPLE IRA vs. 401(k): Which is Better for Small Business?

Everyone
Employers & Business Owners
Article
401(k) Plans

How Much Will I Get If I Cash Out My 401(k) Early?

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