401(k) - Reserve(k)

Available from Ubiquity Retirement + Savings
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Product Details

Your White-Glove 401(k) Plan from the #1 Ranked 401(k) provider to SMBs. This is our ultimate retirement plan and offers robust customization and dedicated, best-in-class service.

Core features of Reserve(k) include:
• Waived conversion fee for existing 401(k) plans outside of Ubiquity
• Up to three plan amendments per year free of charge
• Includes ERISA fidelity bond coverage for up to $1M in assets
• Highest level of service with dedicated support team
• Fully bundled plan administration, including recordkeeping, custodial services, and compliance services
• No Ubiquity AUM charges or commissions based on savings amount
• Qualify for up to $16,500 in tax credits when opening a new plan with automatic enrollment
• Access to a broad range of investment options such as Vanguard, Schwab, + Fidelity funds
• Preparation of IRS Forms 1099-R + 5500
• Access to online tools + help topics for employers and employees

Reserve(k) Plan Benefits
• Optional New Comparability calculations for profit sharing option at no cost
• Free plan design assistance from an expert retirement plan consultant with customizable options for incentivizing key employees
• Optional Safe Harbor provisions to reduce annual IRS testing
• Option for investment management and guidance with CensiblyYours® Index Portfolios
• Option to conduct customized, company-wide enrollment training for employees

Additional Optional Features:
• 3(38) (selection and monitoring of investments by a third-party expert) & more!

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