Ubiquity Retirement + Savings

🎉 Great news! Ubiquity has been recognized as one of the 60 challenger brands driving critical change in the retirement industry by KWP Growth Partners   As a company that is always working to elevate our offerings and better serve our clients, we’re thrilled to be featured alongside other innovative leaders that are making waves in the retirement industry and creating meaningful impact for their customers.    We can’t thank our incredible team, partners, and clients enough for helping make this achievement possible. Let’s keeping making a difference and changing financial lives together! 🙌   #retirementplanning #retirement #401k #financialwellness #financialwellbeing #smallbusiness #entrepreneurs #achievements

🚨 Entrepreneurs listen up: Elevating your business and retirement just got easier! 🚨    We’re proud to announce our new partnership with Collective 🤝 Together, we’re supporting small business owners to save more, stress less, and reach their financial goals.     Along with our flat fee, personalized 401(k)s, becoming part of the Collective family means owners can benefit from:     ✅ Simplified taxes, payroll, and invoicing   ✅ Seamless POS and financial integrations   ✅ Assistance from their team of licensed accounting and tax professionals   ✅ In-person and virtual networking opportunities for solopreneurs    Ready to let us help you transform your business and future? Take advantage of our joint offerings and exclusive discounts today! https://lnkd.in/gM22Z9kq     #retirementplanning #401k #retirement #smallbusinesses #smallbusinessowners #entrepreneurs #selfemployed  

📢 BIG News for solopreneurs and growing businesses alike!     Ubiquity has partnered up with CoverRight to bring owners smarter, more innovative ways to maximize their business and reach their financial goals. We’re combining CoverRight’s expertise in making Medicare more accessible with our flat-fee, highly customizable solo and group 401(k)s to help individuals and teams plan better and feel more secure about their future.     Here's how you’ll benefit by adding CoverRight to your organization’s toolkit:    ✅ Get support from licensed insurance agents from beginning to end   ✅ Access detailed info about your Medicare options all in one place  ✅ Receive easy-to-understand guidance that will help minimize drug costs, keep your favorite doctors, and save time     And when CoverRight is paired with Ubiquity, you have everything you need to elevate your retirement and boost your peace of mind. 💡 Get started today, and access our exclusive discounts here: https://lnkd.in/gigdvz7G   #retirementplanning #401k #retirement #smallbusinesses #smallbusinessowners #medicare #insurance #insurancebenefits #healthcarebenefits

💡 What’s a 401(k) win-win that employers need to take advantage of in 2025? The contribution tax credit! With this tax credit, employers can save more and reduce by contributing to their employees’ retirement plans. And by contributing more, employers and their employees benefit exponentially: Employees can save more and secure their financial futures, while owners can experience better productivity and retention and boost their competitiveness and overall profitability. 📊 Remember: As with all the credits, this is more than a tax break. It’s an opportunity to elevate your business and team’s long-term success – and you don’t want to wait to take full advantage of it! 🚀 Learn more from our experts on how you may be able to leverage it: https://bit.ly/3VyDPTx #retirementplanning #401k #taxcredits #taxsavings #savemoney #retirementstrategy #smallbusiness #financialfutures #smallbusinessowners #2025 #employeeempowerment #401kcontributions

Happy Thanksgiving from all of us at Ubiquity! 🌟 This Thanksgiving season, we want to express our heartfelt appreciation to everyone who makes our mission possible. We’re always inspired by the businesses and individuals we work with every day and are working tirelessly to empower their communities. Here’s to holiday season filled with gratitude and thanks, and an even more prosperous year ahead. 🥂 #thanksgiving #gratitude #financialfutures #retirement

⏳ 2025 is almost here—will you be 401(k) compliance-ready? The year may be winding down, but 401(k) compliance deadlines are ramping up. So, now’s the time to reevaluate your company’s retirement strategy and ensure you have the tools and support you need to easily meet requirements and reinforce your business’ foundation for long-term growth. Here are just a few ways we can help you make compliance a breeze: - Easy payroll integration and simplified administration - Expert guidance from our world-class support team and Help Center resources - 3(16) fiduciary services with certain plans that can alleviate administrative burdens Remember: Proactivity is key here, so don’t wait. Let us help you take control of compliance and get your retirement planning on track for 2025: https://bit.ly/3VyDPTx #retirementplanning #401k #401kcompliance #retirementstrategy #smallbusiness #financialfutures #smallbusinessowners #2025

🥳 Advisors, get excited – submitting proposals just got easier! We’re thrilled to announce the launch of our Advisor Proposal Tool, designed to streamline your proposal submission process and workflow, and making it simpler than ever to help your clients get their best-fit 401(k) and reach their retirement goals. With just a few clicks, you’ll be able to: ✅ Generate detailed, customized proposals based on your clients’ unique needs ✅ Access in-depth plan design summaries, pricing information, and more ✅ Seamlessly guide your clients from proposal to plan setup Ready to check it out? Start taking advantage of it here: https://bit.ly/3Z1PITp #financialadvisors #retirement #retirementplanning #401k #financialplanning #employers #smallbusiness #smallbusinessowner

📢 Exciting Partnership News! 📢    Ubiquity has teamed up with Ceterus to make retirement planning and highly optimized financial management accessible for franchise owners and small business entrepreneurs!    Here’s what Taylor Miller, Ceterus’ Business Development Manager, had to say about the new collaboration:     “Our partnership with Ubiquity Retirement aligns perfectly with Ceterus' mission to empower the small business entrepreneur. By offering a streamlined, affordable retirement plan option, we’re able to provide our customers with the tools they need to secure their financial future, all while continuing to focus on what they do best—growing their businesses. Together, we’re delivering greater value to franchise partners and small business owners.”     Along with our flat-fee approach, highly customizable plans, and significant savings opportunities, becoming a Ceterus customer means you can enjoy:       ✅ Customized, brand-specific accounting   ✅ Seamless POS and financial integrations   ✅ Franchise-focused tax expertise   ✅ Cash flow forecasting for smarter planning    …and more!    🚀 Ready to level up your retirement strategy and take advantage of our joint offerings and exclusive discounts? Learn more here: https://lnkd.in/gFmgjdV3

🚨 BREAKING: The IRS has released the new 2025 contribution limits! Learn what’s changing and how your retirement strategy may be impacted with our latest blog here: https://bit.ly/40CH2FP And be sure to keep up to date on all the latest changes with our 2025 IRS Contribution Limits guide: https://bit.ly/40Qc8dd #retirementplanning #401k #employers #smallbusinesses #contributionlimits #retirement

It’s Halloween and the Retirement Terrors are running amuck! 👻 Here’s what you can do to avoid them and have your best Halloween yet: - 🩸 AUM fees are as bad as vampires, bleeding your savings dry. Offset them with tax credits and other major savings opportunities (no stakes required). - Don’t get caught with your complex plan processes alone on a full moon night 🐺. Take advantage of payroll integration and record-keeping tech to keep the howling at bay. - Extra 401(k) admin tasks may have you feeling a little undead 🧟, but not for long – our 3(16) fiduciary services can bring you back to life. Ready to face the Terrors with confidence? Learn more about how we can help: https://bit.ly/3VyDPTx #retirementplanning #401k #retirement #halloween #happyhalloween #savingmoney #retirementsavings #employerempowerment