401(k) Challenges vs. the Advantages

The Challenges vs.
the Ubiquity Advantage

01/

401(k) plans are too complex and difficult to understand.

Our Retirement Plan Consultants each have more than 10 years’ experience in small business retirement planning. They’ll walk you through finding and setting up the right plan for your needs. And they’ll explain things simply and without any jargon.

02/

It takes too long to do the research and figure out what will work for my small business.

All our plans are low-cost and flat-fee. Our free consultation will help you determine your needs based on your goals. Most consultations require just 15 to 30 minutes.

03/

It’s too expensive.

Ubiquity charges low, flat fees and doesn’t ever charge fees based on the size of your retirement plan. This is just one of the things that set us apart from our competitors.

04/

What plan is right for me?

We help you identify and plan for your goals and provide recommendations to reduce your tax business tax liability and minimize the fixed costs of administering your plan.

05/

Outside of tax savings, I don’t see any other benefits

In addition to tax advantages, offering a retirement plan helps you attract and retain valuable talent.

Smiling small business owner working on tablet.
“I am a new plan sponsor for my employer with Ubiquity. The friendliness of customer support was outstanding. So far, I am very impressed with Ubiquity! ”
- Alan Drage, Great Basin Scientific
Read more testimonials

Schedule Your Free Consultation

Questions? Call us: 855.401.7253 Monday – Friday, 7:00 am – 5:00 pm PT

Our consultants have an average of 10 years experience and can help you navigate the 401(k) landscape–no obligation. Our team is here when you’re ready to get started on your 401(k). Schedule a time that works for you.


Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104

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Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104