Take charge of your retirement future with Ubiquity's tailor-made, flat-fee, full-service solutions.
Our predictability and security save you money over time. There are no hidden fees, and we won’t charge more as your accounts grow.
One-and-done plans don’t help businesses stay ahead of their needs. That’s why our plans can be tailored to fit your most complex needs.
We set you up for success with everything you need like easy payroll integration, streamlined government-required reporting, and ensuring your plan meets compliance requirements.
Have questions? Talk to a Consultant
Whether you are self-employed without employees or building your workforce, our low-cost, full-service retirement plans make it easy to reach your retirement goals.
A retirement plan for your employees that also benefits your company taxes.
An individual retirement option for business owners and their spouses who don’t have permanent employees yet.
“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.”
“This is, by far, the easiest 401(k) plan I've ever administered. It's perfect for small companies that want to limit their overhead time on 401(k) admin and compliance. Customer service has been excellent in every way. I've called about loans, rollover distributions, contributions, fund change notifications, compliance requirements, etc. and have always gotten a prompt, knowledgeable, and friendly response.”
“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.”
“The customer service has been spectacular, and their ability to work with my team to educate them on the importance of retirement savings surpasses any other provider I've used. The team is amazing and their pricing and products are better than all the other providers I compared them against.”
“As a small business owner we were seeking a cost effective way to implement a 401(k). Ubiquity has been a great solution to our problem. We have had nothing but positive, proactive and timely responses to all of our inquiries from their Client Success Specialist. Their support department has provided us with all necessary forms and instructions for rolling over existing 401(k)s. We could not be happier."
“By partnering our services, we can provide a streamlined solution that empowers employees to make decisions about consumer-driven healthcare creating a long-term plan for retirement savings.”
We’ve customized plan offerings to maximize tax credits. Check out our calculator to estimate your plan cost and available tax credits to reduce your fees. Plus, you can qualify for even more by matching your employee contributions.
Have questions? Talk to a Consultant
