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.
Plan provisions and features to fit your needs Whether its Safe Harbor provision to help you maximize your contributions or our complimentary Auto Enrollment feature aimed at retaining talent and improving participation rates, Ubiquity has the right tools to optimize your 401(k) plan.
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.