Exclusively for Small Business Owners
Download Ubiquity's Blueprint to Retirement Planning
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.
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.
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!
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.”
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