Ubiquity's Blueprint
to Retirement Planning

Exclusively for Small Business Owners

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Download Ubiquity's Blueprint to Retirement Planning

Diving into retirement planning might seem daunting, but with Ubiquity’s complimentary Blueprint to Retirement Planning, the path becomes clear. Crafted with small businesses in mind, this handbook delivers understanding and practical measures. Elevate your business with a comprehensive retirement strategy, draw in elite professionals, and pave a brighter tomorrow for your team.

Don’t miss out — grab your Blueprint today!

    Crafting a Secure Retirement: A Guide for Small Business Owners

    Dreaming of a serene and rewarding retirement? The path to that dream begins today with meticulous planning. As a small business owner, understanding the intricacies of financial planning is crucial not only for personal peace of mind but also for ensuring your business thrives.

    Take Control of Your Retirement Today

    For business owners like you, we bring a unique offering: flat-fee 401(k) plans bolstered by seasoned experts’ advice. Our commitment? To tailor-fit your 401(k) for your business’s unique needs.

    Ready to navigate your retirement journey with confidence? Reach out.

    Here’s a glimpse of what our comprehensive guide covers:

    • Clear Goals: Define aspirations like travel, comfortable retirement, or business legacies. A precise retirement plan makes dreams attainable.
    • Financial Safety Nets: Prepare for unforeseen financial hiccups, lessen monetary stress, and set the stage for a serene retirement. The wonder of compound interest transforms the game.
    • Retirement Challenges: For small business owners, the path to retirement has its hurdles: extended lifespans, potential long-term care, and inflation. Our guide provides tactics to address these.
    • Retirement Calculator Tool: A vital tool providing customized insights, highlighting any retirement plan discrepancies, and aiding in strategy formation.
    • Financial Empowerment: Understand retirement income planning benefits, the need for realistic income predictions, and the power of scenario analysis. Your financial destiny awaits.

    Qualify for Business Tax Credits

    See how affordable a 401(k) plan can be.

    Recent Secure 2.0 legislation improved the ability of small businesses with employees to qualify for up to $15,000 in tax credits1 that can help cover the costs of setting up and administering a new 401(k) plan. And with automatic enrollment, eligible employers can not only secure up to $1,500 in additional tax credits over three years to offset plan costs, but can also enjoy the peace of mind that comes from maximizing their financial benefits.

    Take advantage of federal tax credits of up to $16,500 that cover the first three years of your small business 401(k) plan with auto-enrollment1. These credits remove financial barriers and increase confidence and peace of mind for small business owners. Plus, you can qualify for even more tax credits by contributing to your employees' retirement plan!

    Do you already have a 401(k) plan that was started before 2019?

    May not be eligible for start-up credit if plan is more than 3 years old, but may still be eligible for $500 auto-enrollment credit.

    How many employees do you have?

    Cannot exceed 100 employees to be eligible for credit.

    How many non-owner employees were paid less than $150,000 last year?

    Please enter a number less than your total employee count.

    IRS guidelines require your plan to have at least one plan participant who was a non-highly compensated employee for it to qualify for the credit.

    Ubiquity 401(k) Plan

    Would you like to learn more about matching tax credits?

    1. Please refer to Important Information for details

    “401(k) was a very daunting undertaking to start initiating in our small business, but Ubiquity has streamlined the setup process and been there every step of the way for us, so it hasn’t felt overwhelming at all.”

    - Robyn S.
    Call 866.634.6116 now
    or schedule a call with a retirement expert to learn more.
    Schedule a Call

    Please refer to Important Information for details.

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    © 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