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401k Challenges vs. the Advantages

The Challenges vs.
the Ubiquity Advantage

01/

401k 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.

“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

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Our team is ready to show you how easy saving can be.

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© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357

© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357