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Article

401(k) Comprehensive Glossary

We broke down the jargon and compiled everything you need to know about 401(k)s into one clear and simple list.

Guide

Secure Act 2.0 Guide

This guide is designed to simplify the upcoming changes to retirement plans in 2025 due to SECURE 2.0. From tax credits to understanding compliance, Ubiquity’s got you covered!

Calculator

Business 401(k) Costs and Savings

If you're a small business considering launching a 401(k) plan, you might qualify for tax credits! Utilize the calculator provided to gauge the costs of initiating a new 401(k) for your business, along with your possible savings!

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401(k) Plan Details

Solo 401(k) for Real Estate Agents and Mortgage Brokers

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Solo(k) Plan Information

Solo 401(k) Loans

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Roth Solo 401(k)

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401(k) Nondiscrimination Testing

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401(k) Profit-Sharing Plan

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Who Is Exempt From Filing Form 5500?

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What Percent Should Small Business Match on 401(k)?

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401(k) Plan Details

When You Switch 401(k) Providers, How Long Do You Keep the Documentation of the Previous Provider?

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How Much Can You Invest in 401(k) As a Small Business Owner?

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How Do I Find My 401(k) Plan Administrator

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401(k) Plan Details

What Is an Authorized Plan Administrator?

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What Is the Difference Between a 401(k) Plan Sponsor and a Plan Administrator?

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