Retirement Savings

Customized Retirement Plans for Your Small Business

Take charge of your retirement future with Ubiquity's tailor-made, flat-fee, full-service solutions.

Transparent Flat Fees
Group plans start at $97/month
No hidden fees
Save thousands yearly without AUM fees
Low cost, flat fees
Easy payroll integration
Streamlined reporting
Meets compliance requirements
Featured in over our 25+ years in business
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Why Ubiquity

Transforming retirement for hundreds of thousands of employees across 16,000+ businesses

Transparent Flat-Fee Costs

Our predictability and security save you money over time. There are no hidden fees, and we won’t charge more as your accounts grow.

Robust customization options

One-and-done plans don’t help businesses stay ahead of their needs. That’s why our plans can be tailored to fit your most complex needs.

Unparalleled ease of use

We set you up for success with everything you need like easy payroll integration, streamlined government-required reporting, and ensuring your plan meets compliance requirements.

Get the retirement plan that your business deserves
Get Started

Have questions?   Talk to a Consultant

RETIREMENT plans

Ready to choose the right path for your retirement journey?

Whether you are self-employed without employees or building your workforce, our low-cost, full-service retirement plans make it easy to reach your retirement goals.

For Businesses
401(k) Plan

A retirement plan for your employees that also benefits your company taxes.

401(k) Plan Details
For Individuals
Solo 401(k) Plan

An individual retirement option for business owners and their spouses who don’t have permanent employees yet.

Solo 401(k) Plan Details
Features

Innovative resources that take on the hard work

Seamless payroll integrations
We plug into your payroll provider to make sure your retirement payroll deductions are deposited so you can focus on running your business.
Find Your Payroll Provider
End-to-end administration
Broad investment options
User-friendly system
TESTIMONIALS

What our customers are saying

“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.”

Christina G.

Looking for tax credits with a new retirement plan?

We’ve customized plan offerings to maximize tax credits. Check out our calculator to estimate your plan cost and available tax credits to reduce your fees. Plus, you can qualify for even more by matching your employee contributions.

Calculate 401(k) Costs & Tax Breaks
Ready to transform your retirement future?
Get Started

Have questions?   Talk to a Consultant