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Simply Sponsor Resources Category: 2. Plan Setup

401(k) Plan Setup Frequently Asked Questions

Gunter Johannes / 15 Mar 2022

Get answers to common and important questions about how to set up the Simply Retirement 401(k) plan.

Implementation Process (plans without TPA)

Gunter Johannes / 15 Mar 2022

Learn the process for setting up the 401(k) plan, including the roles and responsibilities for plan sponsors and Ubiquity throughout the process.

Implementation Process (plans managed by TPA)

Gunter Johannes / 15 Mar 2022

Learn the process for setting up the 401(k) plan, including roles and responsibilities for clients, TPAs and Ubiquity throughout the process.

Plan Sponsor Add/Remove Form

Gunter Johannes / 15 Mar 2022

Please use this form to add, remove, change a plan’s sponsor(s), including adding payroll vendors and external payroll contacts, e.g., Bookkeeper, CPA, etc.

Once the 401(k) plan has been configured and activated, employees’ information needs to be added to the plan to be able to process their contributions.

Learn how to enter Sponsors to your plan

Contribution Settings Guide

Gunter Johannes / 15 Mar 2022

Learn how to configure your settings to ensure the Employer Contribution options on the Report Contributions and Annual Contribution pages match the plan provisions found in your plan document.

Instructions for how to set up the 401(k) plan to accept payroll contributions, including sections on frequently asked questions and payroll glossary.

Learn general tips on how to configure select, common payroll systems to accept 401(k) contributions.

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San Francisco, CA 94104
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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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