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  • Ubiquity 401k - Bogleheads. org
    Re: Ubiquity 401k by a joseph » Tue Sep 18, 2018 7:44 pm I had a single participant 401k at Ubiquity and moved it last year I found out that Ubiquity doesn't actually recordkeep their single ks - they just provide the plan document Schwab is the recordkeeper and investment
  • Avoid Ubiquity Savings as 401 (k) provider until they fix Mar Apr 2016 . . .
    Ubiquity receives the reported share purchase from the mutual fund ETF company (Vanguard in this case) and posts that to the site " That explanation doesn't make sense to me, especially because their own report goes out to six decimal places
  • Switching 401k Providers: Vanguard vs. Employee Fiduciary vs. Ubiquity . . .
    Switching 401k Providers: Vanguard vs Employee Fiduciary vs Ubiquity by ajpl » Fri Jun 05, 2015 10:42 pm Hello everyone, I've been put in charge of researching and recommending a new 401k provider for my company We currently use ADP, have 43 eligible employees and 15 participants, and about $95,000 in total assets
  • Schwab Alliance Account and Ubiquity Individual 401k? Switch to self . . .
    Schwab Alliance Account and Ubiquity Individual 401k? Switch to self managed by ChinchillaWhiplash » Thu Jan 25, 2018 6:15 pm Have a Individual 401k that was set up and previously managed by a FA with Schwab It is a Schwab Alliance account He was also using Ubiquity and I have no idea of what this does other than cost an extra $250 a year
  • 401K Provider - Bogleheads. org
    401K Faceoff: Vanguard v Employee Fiduciary v Ubiquity by physiorol » Tue Feb 10, 2015 5:44 pm Hello again In an effort to get some responses I wanted to provide more detail about options from my search to replace my 401K It started with a patient who is a big Tony Robins fan
  • Avoid Ubiquity Savings as 401 (k) provider until they fix Mar Apr 2016 . . .
    Edit: Is it possible that the delay is not Ubiquity's fault, but is actually based on when my employer released the funds to Ubiquity? In previous months the 401k contributions posted same day as paycheck
  • Ubiquity Single (K) what service does it provide?
    Trying to figure out if this service is worth keeping for an individual 401k Cost is a flat rate of $250 per year This account was set up by our financial planner and he recommends keeping the service I don't actually know what it does? Wondering if might of benefit with the new tax laws? Lot of changes to the way S corp is taxed Can anybody shed some light on what I'm paying for? Spirit
  • Solo 401k with Roth - Options (TD Ameritrade Charles Schwab . . .
    Solo 401k with Roth - Options (TD Ameritrade Charles Schwab Discontinuation) by dabretty » Wed Mar 30, 2022 9:59 pm I have had a Solo 401k for four years now, in two accounts under one retirement plan - pre-tax and post-tax (Roth) Solo 401k
  • Setup time and hidden monthly fees for 401k for small business?
    Setup time and hidden monthly fees for 401k for small business? by cat058 » Fri Oct 30, 2015 5:56 pm I work for a small business (5-10 employees) setting up a company 401 (k) plan, and thanks in part to the helpful advice in the archives of this forum, I've narrowed the choice between Employee Fiduciary and Ubiquity
  • 401k over contribution and 1099R - Bogleheads. org
    I overcontributed to my 401k in 2016 My company and I have been working with the 401k provider and our payroll provider for a few months trying to sort out the issue, and it's dragged and dragged The overcontribution came from the fact that, apparently, Ubiquity's Contribution History view on their website doesn't include the first contribution to the plan (Ubiquity, if you're reading this





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