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Business
Safe Harbor

Business 401(k) Costs and Savings

Calculate costs and savings of a small business 401(k) plan with Ubiquity’s calculator. Gain insights on tax credits and fees to make informed decisions.
Everyone
Employers & Business Owners
Business
Roth 401(k)
Small Business

Ubiquity’s Guide to Small Business 401(k) Plans

Navigating retirement planning can be complex, but with Ubiquity’s free Guide to 401(k) Plans, it’s simpler than ever! Tailored for small businesses, this guide offers clarity and actionable steps.
Everyone
Employees
401(k) Plan Details
News & Trends
Small Business
Secure Act

Catch-Up Contributions and SECURE 2.0: What to Know and Next Steps

In its simplest form, catch-up contributions are exactly what it sounds like: An opportunity for people 50 and older to “catch up” and save more money. Here's everything to know.
Everyone
Employees
Personal Finance
401(k) Plan Details

Blueprint to Retirement Planning

Download Ubiquity's Blueprint to Retirement Planning
Everyone
Employees
401(k) Plan Details
Personal Finance

2024 IRS Contribution Limits

The IRS released inflation adjustments for next year, including contribution limits, IRA income limits, and salary thresholds for key and highly compensated employees.
Everyone
Employees
News & Trends
Small Business
Secure Act

SECURE Act Explained: Plan Eligibility for Long-Term Part-Time Employees

This post aims to provide an insightful guide for plan sponsors navigating these new regulations, ensuring smooth transition and compliance.
Everyone
Employers & Business Owners
401(k) Plan Details
Financial Advisors

Financial Advisors Guide to Ubiquity 401k Plans

Learn why advisors and their clients choose Ubiquity and about the suite of plans available.
Everyone
Financial Advisors
Business

Navigating 401(k) Plan Compliance

This article aims to demystify the essentials of 401(k) plan compliance, providing a clear roadmap to avoid legal pitfalls and create a solid retirement savings vehicle for your employees.
Everyone
Employers & Business Owners
401(k) Plan Details
Small Business

Small Business 401(k) Setup: Key Questions to Ask Your Retirement Plan Provider

Setting up a small business 401(k) can be overwhelming, but we're here to help! In this guide, we cover the questions you need to ask your plan provider to simplify the process.
Everyone
Employers & Business Owners
401(k) Plan Details
Small Business

Solo 401(k) Provider

With the right provider, solo business owners can gain immediate tax benefits, save for the future, and enjoy financial flexibility at an affordable cost.
Everyone
Employers & Business Owners
401(k) Plan Details

Navigating Forms for Small Business 401(k) Plans

By understanding these forms and timelines, not only do you ensure compliance, but you also offer your employees and yourself two incredible psychological benefits: peace of mind and a greater sense of security.
Everyone
Employers & Business Owners
401(k) Plan Details
Solo(k) Plan Information

Do Gig Workers Need a 401(k) Plan? The Answer is Yes!

If you’re a gig worker wondering how to secure your financial future, you’ve come to the right place. Let’s delve into the comprehensive benefits of a small business 401(k) plan and how to go about setting one up.
Everyone
Employers & Business Owners
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