401(k) - Custom(k)

Available from Ubiquity Retirement + Savings
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Product Details

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 covered with our Reserve(k) product.

The Ubiquity Custom(k) 401(k) Plan Offers:
• Customizable provision options for incentivizing key employees
• Option for investment management and guidance with CensiblyYours® Index Portfolios
• Optional Safe Harbor provisions to reduce annual IRS testing
• Option to conduct customized, company-wide enrollment training for employees

Core features include:
• No Ubiquity Asset Under Management charges or commissions based on savings amount
• Qualify for up to $16,500 in tax credits when opening a new plan with automatic enrollment
• Free plan design assistance with an expert retirement plan consultant
• Fully bundled plan administration, including recordkeeping, custodial services, compliance, and client servicing
• Access to a broad range of investment options such as Vanguard, Schwab, + Fidelity funds
• Preparation of IRS Forms 1099-R + 5500
• Access to online tools + help topics for employers and employees

Additional optional features:
• 3(38) (selection and monitoring of investments by a third-party expert)
• Individual self-directed brokerage accounts
• New Comparability

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