401(k) - Saver(k)

Available from Ubiquity Retirement + Savings
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Product Details

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 commission-based fees on savings amount
* Expert-designed 401(k) plan for ready-to-go deployment
* Transparent, flat fee pricing
* Qualify for up to $16,500 in tax credits when opening a new plan with automatic enrollment
* Fully bundled plan administration including recordkeeping, custodial services, and compliance servicing
* Complimentary dedicated employer and employee support teams

Our exclusive Saver(k) 401(k) product also offers these product benefits:
* Flexibility to choose a turnkey or professionally-managed investment lineup
* Automatic enrollment with auto-escalation to encourage participation
* Option for investment management and guidance with CensiblyYours® Index Portfolios
* Optional Safe Harbor plan provision to help bypass annual IRS testing

Saver(k) also offers these 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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