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An Affordable, Easy-to-Manage 401(k) from the #1 ranked 401(k) provider to SMBs. With Saver(k) we do most of the work for you. Our Saver(k) offers your small business limited customization compared to our Custom(k) but has these great core features: * No Ubiquity Assets Under Management fees or... Read more »
What is a Safe Harbor 401(k)? Safe Harbor is a way of structuring a 401(k) plan that allows small business owners to maximize their contributions while sailing safely through annual compliance tests given by the IRS. These IRS tests prove that the plan is fair for all eligible employees and... Read more »
Your White-Glove 401(k) Plan from the #1 Ranked 401(k) provider to SMBs. This is our ultimate retirement plan and offers robust customization and dedicated, best-in-class service. Core features of Reserve(k) include: • Waived conversion fee for existing 401(k) plans outside of Ubiquity • Up to... Read more »
What is New Comparability? Enables owners and highly compensated employees with the flexibility to receive higher percentages of employer profit sharing contributions than all other eligible staff. New comparability (also known as new comp) plans are perfect for: * Dentists * Doctors *... Read more »
This highly-customizable 401(k) plan offers flexibility and support designed to meet your small business’ needs - all from the #1 ranked 401(k) provider to SMBs. If you feel you need less customization - be sure to check out our Saver(k) option. If you need even more customization we've got you... Read more »
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