Explore Our Resources

Discover articles, news, guides and more!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Featured resources

BlogCalculatorsLegislationGuidesHelp Center
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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 helps simplify upcoming changes to retirement plans due to SECURE 2.0. From tax credits to understanding compliance, Ubiquity’s got you covered!

Calculator

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.

All resources

For Everyone
All topics
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Article
Fiduciary Resources
Small Business

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

Everyone
Employers & Business Owners
Article
Personal Finance

What Is an ERISA Bond?

Everyone
Employees
Article
401(k) Plan Details

What Is 415 Safe Harbor Compensation?

Everyone
Employers & Business Owners
Article
401(k) Plan Details
Fiduciary Resources

What Is a 401(k) Plan Administrator?

Everyone
Employers & Business Owners
Article
News & Trends

Introducing: Simply Retirement by Principal®

Everyone
Employers & Business Owners
Article
Personal Finance

Can I Take All of My Money out of My 401(k) When I Retire?

Everyone
Employees
Article
401(k) Plan Details

What Are the Steps to Transferring 401(k) Providers

Everyone
Employers & Business Owners
Article
401(k) Plan Details

How to rollover your 401(k) once an employer changes retirement providers

Everyone
Employers & Business Owners
Article
401(k) Plan Details
Safe Harbor

Pros and Cons of a Safe Harbor Plan

Everyone
Employers & Business Owners
Article
401(k) Plan Details
Personal Finance

Can a Trust Be a Beneficiary of a 401(k) Plan

Everyone
Article
401(k) Plan Details

What Is a Safe Harbor Matching Contribution for a 401(k)?

Everyone
Employers & Business Owners
Article
401(k) Plan Details
Personal Finance

What Should I Contribute As a Catch-up Safe Harbor 401(k)

Everyone
Employees
Your retirement journey starts today
Explore 401(k) Plans

Have questions? schedule a call or call (866) 845 - 5058 to talk to someone now

Products
Pricing
Integrations
Partners
Support
About Us
Careers
Contact Us
Help Center
FAQs
Get Started
Login
Products
401(k)
A retirement plan for your employees that also benefits your company taxes
Safe Harbor 401(k)
A plan design that maximizes contributions while satisfying nondiscrimination testing requirements
Solo 401(k)
A retirement plan for your employees that also benefits your company taxes
Partners
Financial Advisors
Scale your business effortlessly with flat fees for your clients at no cost to you.
Become a Partner
Support & Resources
Support
Help CenterContact UsFAQs
Resources
BlogCalculatorsGuidesLegislationSafe Harbor 401(k)