401(K) for your practice

Simplified, flat-fee retirement plans for legal professionals

Tailored 401(k) solutions designed to streamline management, support your team, and secure your legal firm’s future.

Easy payroll integration
Streamlined reporting
Meets compliance requirements
plan benefits

The retirement solution legal teams trust

Transparent flat-fee pricing
A straightforward pay structure with no hidden costs means savings grow as your assets grow.
Flexible plan options
Tailor your 401(k) with customizable eligibility, Safe Harbor matching, and profit-sharing to fit the unique needs of your firm.
Streamlined compliance support
We’ll handle the recordkeeping, compliance, and regulatory reporting, so your team can focus on what they do best.
Attract and retain top talent
Offering competitive retirement benefits helps your firm attract and retain skilled attorneys and staff.
World-class customer support
Our proactive team is available 24/7, every step of the way through chat, email, and phone.
Seamless payroll integration
Simplify contributions and plan management with our platform that easily integrates with most payroll systems.
Why Ubiquity

Elevate your team’s financial lives

We focus on helping your employees take control of their retirement future by combining innovative tools, personalized resources, and expert guidance. With us by their side, they are able to thrive and drive financial success for themselves and your business.

Transparent flat fees that save you more as your assets grow
Seamless platform with engaging features to maximize participation 
24/7 world-class customer support
Actionable financial insights and education to drive informed decisions
Customizable investment options, competitive matching, and flexible vesting that build sustainable savings 
Ready to choose the right path for your retirement journey?
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Seamless Payroll Integrations

We integrate with top payroll providers so you can easily find their payroll, connect their plan, and build a straightforward 401(k).

What our customers are saying

“I've been a client of Ubiquity for the past 10 years and continue to have positive experiences with them. They are a very affordable solution for a small business (I have a 5-person organization) to have a 401k retirement plan. Even though we are small, they always provide outstanding customer service. They are always prompt, courteous, and helpful no matter what issue that I have. I can't say enough good things about this company. ” 
Maressia T.
Business Owner with a 5 person Team

Frequently asked questions

Why should my legal firm offer a 401(k)?

Whether you’re implementing a new plan or converting your existing one, a 401(k) from Ubiquity is a valuable tool for attracting and retaining skilled professionals in your competitive industry. Our 401(k) plans provide significant tax benefits for your practice, including deductible employer contributions, making them a smart investment in your business and team.

Can I add profit-sharing in my plan?

Yes, profit-sharing allows you to reward employees while maximizing tax savings. You can contribute a portion of your company’s profits to employee retirement accounts—including your own—helping you reduce taxable income, boost retention, and enhance financial security for your team. Learn more

How does Ubiquity ensure compliance for legal firms?     

We handle IRS reporting, regulatory updates, and compliance tasks to keep your plan running smoothly, saving you time and effort.

How does a 401(k) save my firm money on taxes?

Employer contributions are tax-deductible, and profit-sharing reduces taxable income. Companies with auto-enrollment or employer matching may qualify for extra tax credits, and new plans can get up to $5,000 per year for three years. Learn more

Can part-time staff be included in the plan?

Yes, you can design your plan to include part-time employees, ensuring your entire team has access to retirement savings. 

Recommended resources

Article
Plan Compliance

3(16) Fiduciary: Simplifying Retirement Plan Management

Guide
401(k) Plans
Legislation

Secure Act 2.0 Guide

Article
401(k) Plans
Solo 401(k)

401k Pricing Flat Fees vs Percentage Fees

Secure the future your firm deserves today
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