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Broken Eggs: The Looming Retirement Crisis
A hard hitting look at one of the gravest social issues facing the aging U.S. workforce.
Everyone
Employees
Who Is My 401(k) Plan Administrator?
A 401(k) recordkeeper monitors plan participation, investments, and financial transactions, ensuring clarity and compliance.
Everyone
Employers & Business Owners
Can My Spouse Participate in My Solo 401(k)?
One of the benefits of a Solo 401(k) is that your spouse can also participate in the plan. If you both take taxable income from the same sole proprietorship, your spouse can make equal contributions.
Everyone
Employers & Business Owners
401(k) Recordkeeping
The 401(k) recordkeeper's job is to track who’s in your retirement plan, what investments they own, and what money is going in or out.
Everyone
Employers & Business Owners
What Is the Contribution Limit for a Solo 401(k) Plan?
When you have a Solo 401(k), you are both the employer and the employee, allowing you to contribute up to $66,000 per year toward your future.
Everyone
Employees
How to Claim the Solo 401(k) Contribution Deduction for Self-Employed Business Owners
One of the benefits of the Solo 401(k) is that it’s relatively easy to administer, with nothing more than a 5500-EZ form filing due once the total account balance reaches $250,000 or gets terminated.
Everyone
Employers & Business Owners
Solo 401(k) for Real Estate Agents and Mortgage Brokers
Save for retirement the self-employed way with a Solo 401(k)! Ubiquity's Single(k)® is ideal for real estate agents, realtors, & mortgage brokers.
Everyone
Employers & Business Owners
Solo 401(k) Loans
Interested in borrowing against your retirement fund? One perk of a self-directed solo 401(k) is that it allows for loans. Start saving the self employed way with Ubiquity's Single(k)® plan.
Everyone
Employees
Roth Solo 401(k)
A Roth Solo 401(k) lets self-employed entrepreneurs pay taxes upfront now to avoid paying taxes upon withdrawal in retirement. Start saving the self employed way with Ubiquity's easy, affordable Single(k)® offerings.
Everyone
Employers & Business Owners
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401(k) Nondiscrimination Testing
Annual nondiscrimination tests ensure that retirement plans benefit all employees. Failing IRS standards can lead to fines, penalties, and administrative headaches.
Everyone
Employers & Business Owners
