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Article

401(k) Comprehensive Glossary

We broke down the jargon and compiled everything you need to know about 401(k)s into one clear and simple list.

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
Solo 401(k)

Can My Spouse Participate in My Solo 401(k)?

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

401(k) Recordkeeping

Everyone
Employers & Business Owners
Article
Solo 401(k)

What Is the Contribution Limit for a Solo 401(k) Plan?

Everyone
Employees
Article
Solo 401(k)

Solo 401(k) Loans

Everyone
Employees
Article
Solo 401(k)

Solo 401(k) for Real Estate Agents and Mortgage Brokers

Everyone
Employers & Business Owners
Article
Solo 401(k)

How to Claim the Solo 401(k) Contribution Deduction for Self-Employed Business Owners

Everyone
Employers & Business Owners
Article
Solo 401(k)
Roth 401(k)

Roth Solo 401(k)

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Employers & Business Owners
Article
401(k) Plans
Safe Harbor

401(k) Nondiscrimination Testing

Everyone
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
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