Easy 401k plan set-up and dedicated expert support since 1999. A Ubiquity Retirement + Savings™ 401k enables your small business clients to:

• Maximize their tax savings
• Lower their taxable income
• Integrate payroll and automate their plan administration
• Attract and retain valuable employees

Partner with Ubiquity and help your small business, start-up, and solopreneur clients get the right 401k plan that fits their needs.

• You choose your level of involvement: you decide how hands-on you want to be with your client, we will provide the rest.
• Easy online set-up and management: we can take care of enrollment meeting, employer training and saver education.
• Compliance support: our team of compliance experts performs annual nondiscrimination testing and assists with 5500 form filing.
• Fully bundled or custom: we offer solutions based on your investment strategy.