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Simply Sponsor Resources Category: 5. Ongoing Administration

Learn how to see what employees set as their contribution deferral amounts.

Instructions for how to see employee elections

Instructions on how to review and update your company’s Billing Payment method to pay your invoices and Funding Account which is used to ACH employee and employer contributions to the plan.

How to process interest on Late Contributions

Gunter Johannes / 14 Mar 2022

Important instructions to keep your plan compliant with the Department of Labor (DOL) regulations. Employers must fund late interest on contributions processed late by using the DOL calculator and then submitting the interest for processing.

Roth vs Pre-Tax Deferrals

Gunter Johannes / 14 Mar 2022

Learn the difference between Roth and Pretax Deferrals

Managing Roth In Your Plan

Gunter Johannes / 14 Mar 2022

Important guidelines for managing Roth contributions in your plan

401(k) Company Match Limits for 2022

Gunter Johannes / 14 Mar 2022

See the 2022 Company Match contribution limits

Safe Harbor 401(k) Limits for 2022

Gunter Johannes / 14 Mar 2022

See the 2022 Safe Harbor 401(k) Limits

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San Francisco, CA 94104
Support: 855.401.4357

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© 2022 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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