With a Custom(k)® plan from Ubiquity Retirement + Savings™, you’ll get the tax benefits of a big business retirement plan, designed specifically for your small business—without complexity or hidden fees.
Maximum contribution limits Get the greatest investment potential, with pre-tax or Roth contributions up to $18,000 for 2017, and optional employer contributions up to $35,000.
Ability to borrow from your plan Within certain criteria, you can take a loan or a hardship withdrawal from the plan as required.
Flexible investment options Work with a financial advisor, build your own custom fund lists, or choose from fund options that have been selected by our trusted third-party investment experts.
Retirement savings experts We’ll help you navigate your retirement plan, whether you want to do it yourself using our online tools or would like a hand from a savings expert.
All 401(k) plans include
Custom, yet budget-friendly The cost of your Custom(k) will vary based on your needs; however, with zero hidden fees and our flat fee structure, you can rest assured your costs will remain low while you grow your business.
Easy online set-up and maintenance We’ll walk you through the setup process to make sure your plan is designed to fit your needs.
Government form-filing services As a part of your plan, we handle filing all of the necessary forms for you, including form 5500.
Get started with a Custom(k) today
Sign up online in minutes, and start saving right away.