Low-cost, transparent 401(k) plans expertly designed for small businesses, start-ups, and solopreneurs.
Low-cost, transparent 401(k) plans expertly designed for small businesses, start-ups, and solopreneurs.
Text LinkFind Your Retirement Plan
Cut through the complexity of choosing and customizing the right 401(k) plan. You'll be ready to go in less than 5 minutes.
Find Your Plan
When the future looks uncertain, the best thing you can do is prepare. Ubiquity wants to help give your small business team peace of mind while supporting your business goals as we navigate this challenging economic period. Get the free resources you need to help your team succeed—downloadable guides, calculators, videos, webinars, and FAQs.
Managing your business is anything but simple, but protecting your money and taking care of your employees can be.
Offering a 401(k) to your employees keeps your company competitive.
Offering a 401(k) to your employees keeps your company competitive.
Offering a 401(k) to your employees keeps your company competitive.
Offering a 401(k) to your employees keeps your company competitive.
Offering a 401(k) to your employees keeps your company competitive.
Offering a 401(k) to your employees keeps your company competitive.
Managing your business is anything but simple, but protecting your money and taking care of your employees can be.
Offering a 401(k) to your employees keeps your company competitive.
Protect up to $56,000/year with pre-tax contributions vs $6,500 with an IRA.
We don’t believe fees should grow with your plan balance. Our pricing keeps you saving.
Ubiquity has been providing 401(k) solutions for small businesses since 1999. Our Customer care and expert support differentiates us from ur competitors.
Speak to as expert with 10+ years industry experience, not a salesperson who is learning as they go.
We're flattered by all of the new companies following in our footsteps - though we would like to see more options, move value, more expertise.
We work closely with you to develop a retirement strategy that meets your needs and delivers beyond what you may have thought before.
Ubiquity's transparent pricing is lower many competitors.
For sole Proprietors / Owners only. Suspendisse aliquam ut dolor vel aliquam eget odio sed.
Get StartedGet your Single(k) guide
For sole Proprietors / Owners only. Suspendisse aliquam ut dolor vel aliquam eget odio sed.
Get StartedGet your Express(k) guide
For sole Proprietors / Owners only. Suspendisse aliquam ut dolor vel aliquam eget odio sed.
Get StartedGet your Custom(k) guide“I find Ubiquity quite easy to work with. Being a small business, it is so nice to be able to call and receive help over the phone. Tony is very personable and knowledgeable. ”
- Nicole Brady, Geyser Equipment, LLC
Retirement planning for small businesses. It’s all we do.
Once we clarify your goals, we help you set up a customized, turnkey 401k that meets those goals and the needs of your employees. You’ll lock in your investment plan at a low fixed fee with no commissions, for a tailored, affordable plan that delivers far more than you ever thought you could have.
“Meli is amazing! Always ready to answer questions (even the silliest/smallest ones) and never makes me feel ridiculous for asking them. Additionally, she's wonderful at returning calls and really making her clients feel valued and listened to! I feel 100% secure in all things related to retirement because I know Meli has our back :)”
- David Miller, Coffee Meets Bagel, Inc.
Even a basic 401k can be tailored to better meet your goals, and we’re here to make sure your plan works hard for you. We help our customers take advantage of programs like Safe Harbor, Vesting, Profit Sharing, Roth and Traditional IRAs, and Discretionary Matching Funds.
Each Ubiquity retirement consultants has over 10 years’ experience in retirement planning with our company. Retirement planning is complex and riddled with government regulations, however it does provide small businesses with significant tax advantages. We provide personalized coaching over the phone from our U.S. based offices, to save you time.
Set up and maintain your plan in a few minutes a month. Features:
“Suspendisse aliquam ut dolor vel aliquam. Etiam eget odio sed congue varius. Lorem ipum dolore aliquam ut dolor aliquam. Etiam eget odio sed congue varius.”
Our competitors provide investment choices in which they may have a vested interest. We don’t. Ubiquity gives you investment flexibility if you want it, guidance if you need it. This investment strategy, combined with our very low flat fees, provides for larger savings in the long term.
Ubiquity is essentially your retirement concierge. We provide electronic participant statements; tax filing and plan document preparation; participant disclosures; annual plan notifications; IRS testing and monitoring; and eligibility notices.
Our intuitive technology keeps you within the guard rails of your plan, safeguarding you against errors from any manual inputs. We use technology to make life simpler, but a dedicated account manager is just a phone call away if you need it.
Ubiquity is the only company that has maintained a low, flat-fee model for 19 years.
Questions? Call us: 855.401.7253 Monday – Friday, 9:00 am – 5:00 pm PT
Our consultants have an average of 10 years experience and can help you navigate the 401k landscape–no obligation. Our team is here when you’re ready to get started on your 401k.
Are you a current client of Ubiquity Retirement +Savings? (Do you have a 401(k) plan with Ubiquity Retirement +Savings?) If yes, please cancel out of this form and contact our Support team for help on existing account.
Please note: If you are a self employed business owner please schedule here: link example.
Our retirement sales consultants each have more than 10 years’ experience in small business retirement planning. They’ll walk you through finding and setting up the right plan for your needs. And they’ll explain things simply and without any jargon.
All our plans are low-cost and flat-fee. Our free consultation will help you determine your needs based on your goals. Most consultations require just 15 to 30 minutes.
Ubiquity charges low, flat fees and doesn’t ever charge fees based on the size of your retirement plan. This is just one of the things that sets us apart from our competitors.
We help you identify and plan for your goals. We provide recommendations to reduce your tax business tax liability and minimize the fixed costs of administering your plan.
In addition to tax advantages, offering a retirement plan helps you attract and retain valuable employees.
“Suspendisse aliquam ut dolor vel aliquam. Etiam eget odio sed congue varius. Lorem ipum dolore aliquam ut dolor aliquam. Etiam eget odio sed congue varius.”
No problem – we’ll give you the lowdown.
Download Ubiquity’s Guide to Small Business 401k Planning and learn how a 401(K) can help lower your taxable income at a low fee and help you and your employees achieve greater financial security.
After almost two decades helping small business owners overcome their fears related to saving for retirement, we understand what’s holding you back, and we’re always here to help. The Ubiquity 401 (k) Guide can help you better understand your small business 401(k) options, and help you find the right small business retirement plan.
The Ubiquity 401k Guide can help you better understand your small business 401k options, and help you find the right small business retirement plan.
The three primary types of telescopes that the amateur might buy are the Refractor, the and Schmidt Cassegrain...
The three primary types of telescopes that the amateur might buy are the Refractor, the and Schmidt Cassegrain...
The three primary types of telescopes that the amateur might buy are the Refractor, the and Schmidt Cassegrain...
© 2017 Ubiquity Retirement + Savings
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357
© 2017 Ubiquity Retirement + Savings
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357