Named the 2023 Agency of the Year by the IIA. Our service model is to provide a unique blend of day-to-day administrative services, combined with strategic consulting. In today’s rapidly changing landscape, you need someone to take work off your desk, keep you in compliance, be readily available... Read More
At EisnerAmper, our goal is to help business leaders and HR professionals to mitigate risk, provide human capital scalability and develop programs to assist their employees, allowing leadership more time to focus on growing the business. As part of one of the world’s largest business accounting... Read More
At PensionBee, we specialize in helping people take control of their retirement savings by combining all their old pension pots into one simple, online pension plan. With our user-friendly platform and award-winning mobile app, we provide a seamless experience for consolidating pensions, making... Read More
By Ubiquity Retirement + Savings
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 »
By Ubiquity Retirement + Savings
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 »
By Ubiquity Retirement + Savings
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 »
