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401(k) Plan Details

Personal Finance

Distribution Rules

Whether You are Changing Jobs or Ready to Retire, it is Important to Understand When You Can Take Your Savings Out of the 401(k) and How You will be Taxed

Everyone

Employees

401(k) Plan Details

Personal Finance

Contribution Limits for High Earners

Whether you're an employer looking to design a 401(k) plan or a high-earning individual wanting to maximize your savings, it's crucial to grasp the different contribution limits.

Everyone

Employees

401(k) Plan Details

Personal Finance

Required Minimum Distributions

Learn How Required Distributions Affect your 401(k) Savings

Everyone

Employees

401(k) Plan Details

Personal Finance

401(k) Rollover

A rollover from one employer’s plan to another will not trigger tax consequences and will allow you to build your savings beyond retirement. Here's everything you need to know.

Everyone

Employees

401(k) Plan Details

Personal Finance

Retirement Planning

In addition to educational resources and calculators, Ubiquity can help you with plans such as 401(k)s and HSAs that make it easy for small businesses and workers to save more.

Everyone

Employees

401(k) Plan Details

Personal Finance

401(k) Contribution Deadlines

Learn more about the timeline for making contributions to your 401(k) plan

Everyone

Employees

401(k) Plan Details

Personal Finance

Small Business 401(k) Employer Matching Contributions

A 401(k) is a popular retirement plan, offering employees a convenient way to save and providing employers flexible contribution options to boost savings.

Everyone

Employers & Business Owners

401(k) Plan Details

401(k) Cost

In recent years, a lot of media attention has been focused on 401(k) cost and the fees business owners and their employees are paying for 401(k) investments and recordkeeping services – and for good reason.

Everyone

Employers & Business Owners

401(k) Plan Details

Personal Finance

401(k) Withdrawal

When it comes to 401(k) withdrawal rules, employers have some flexibility in deciding when and how payouts are made. Learn all about withdrawals with our overview.

Everyone

Employees

401(k) Plan Details

Personal Finance

401(k) Loan

Reasons to Borrow from Your 401(k)

Everyone

Roth 401(k)

Adding a Roth feature to a 401(k) plan allows business owners and employees to pay taxes on contributions now, at current rates, using after-tax dollars.

Everyone

Employers & Business Owners

Personal Finance

TheThree-Legged Stool of Retirement Doesn’t Work Anymore

Have you ever heard of the three-legged stool of retirement? Back in our parents’ and grandparents’ time, this is how the sources of retirement income were explained: Social Security, pensions, and personal savings.

Everyone

Employees