Explore Our Resources

Discover articles, news, guides and more!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Man with dark hair and beard wearing a green safety vest in a warehouse setting.Person holding phone displaying a line graph with economic data, next to a laptop and open notebook.Smiling woman in a teal headscarf and rust dress sitting on yellow chair, holding phone and laptop.Hand dropping coins into a clear glass jar on a wooden table.

Featured resources

BlogCalculatorsLegislationGuidesWebinarsHelp Center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Woman in white blazer holding a pen, listening attentively in a meeting with two others.
Article

The State of Retirement Readiness: Where Employers Stand & Why They Need More Support

Cover page titled Secure Act 2.0 Guide with Ubiquity logo on top-left corner.
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!

401(k) cost and savings calculator showing annual fees of $1,200 and tax credits of $1,000.
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.

All resources

For Everyone
All topics
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
White piggy bank, red wallet, and scattered US coins and a $100 bill on a marble surface.
Article
Safe Harbor

What are the Safe Harbor 401(k) Plan Rules

Everyone
Employers & Business Owners
Sailboat with white sails on calm water under a blue sky with scattered clouds.
Article
Safe Harbor

What is a Safe Harbor Match?

Everyone
Employers & Business Owners
Smiling man in apron stands with arms crossed outside a food truck with menu boards.
Article
401(k) Plans
Small Business

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

Everyone
Employers & Business Owners
Man viewing 3D bar graph and charts projected from a large smartphone screen.
Article
401(k) Plans

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

Everyone
Employees
Person sitting on floor surrounded by 2019 tax forms, a calculator, pen, and envelope.
Article
401(k) Plans

How Can I Avoid Paying Taxes on My 401(k) Withdrawal?

Everyone
Employees
Smiling woman in red sweater sitting at desk with laptop and holding a pen in an office.
Article
401(k) Plans

401(k) Retirement Planning

Everyone
Employees
Two firefighters on roof facing large flames and thick smoke coming from a building.
Article
Financial Wellness

Do I Have to Pay Back an SBA Disaster Relief Loan?

Everyone
Employers & Business Owners
Person placing a large checkmark on a calendar with other checkmarks and yellow background.
Article
Safe Harbor

How to Set Up a Safe Harbor 401(k) Plan

Everyone
Employers & Business Owners
Confident woman with curly hair standing in a doorway of a modern office with colleagues working inside.
Article
401(k) Plans
Small Business

How Much Does a 401(k) Cost a Small Business?

Everyone
Employers & Business Owners
Illustration of elderly couple with umbrella and checklist next to text 'Are your retirement savings protected?'
Article
401(k) Plans
Financial Wellness

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

Everyone
Employees
Four friends outdoors fist bumping and smiling with greenery in the background.
Article
401(k) Plans

401(k) Benefits

Everyone
Employers & Business Owners
Close-up of a person signing a document with a silver pen at a wooden desk.
Article
Plan Compliance

Understanding Form 5500

Everyone
Employers & Business Owners
Your retirement journey starts today
Explore 401(k) Plans

Have questions? schedule a call or call (866) 845 - 5058 to talk to someone now

Products
Pricing
Integrations
Partners
Support
About Us
Careers
Contact Us
Help Center
FAQs
Get Started
Login
Products
Retirement Plans
401(k)
A retirement plan for your employees that also benefits your company taxes
Safe Harbor 401(k)
A plan design that maximizes contributions while satisfying nondiscrimination testing requirements
Solo 401(k)
A retirement plan for your employees that also benefits your company taxes
401(k) Plans for
ConstructionDentistryHealthcareLegal ServicesTechnology
Partners
Financial Advisors
Scale your business effortlessly with flat fees for your clients at no cost to you.
Become a Partner
Join our network and grow your business with our hassle-free, cost-efficient solutions
Support & Resources
Support
Help CenterContact UsFAQs
Resources
BlogCalculatorsGuidesWebinarsLegislation