Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • GroupTogether Reviews & Ratings
    4.6 out of 5 stars 4,887 Ratings
    Company Website for GroupTogether
  • SurePayroll Reviews & Ratings
    4.3 out of 5 stars 853 Ratings
    Company Website for SurePayroll
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • Redlist Reviews & Ratings
    4.6 out of 5 stars 64 Ratings
    Company Website for Redlist
  • FinOpsly Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for FinOpsly
  • Curbside Laundries Reviews & Ratings
    4.9 out of 5 stars 63 Ratings
    Company Website for Curbside Laundries
  • Chime Workplace Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for Chime Workplace
  • ThriveSparrow Reviews & Ratings
    4.4 out of 5 stars 43 Ratings
    Company Website for ThriveSparrow
  • RemotePeople Reviews & Ratings
    4.6 out of 5 stars 986 Ratings
    Company Website for RemotePeople
  • Time Management from ISGUS Reviews & Ratings
    4.6 out of 5 stars 27 Ratings
    Company Website for Time Management from ISGUS

What is Ubiquity Retirement + Savings?

A 401(k) is a retirement savings program established by employers or self-employed individuals to help employees and business owners build a nest egg for retirement, all while taking advantage of various tax benefits. This savings vehicle is tailored to accommodate multiple retirement planning preferences, providing participants with the freedom to manage their contributions flexibly. Workers can choose what percentage of their paycheck to funnel into their 401(k) accounts each pay period, and these contributions are made before taxes are deducted, which allows for growth potential without immediate tax consequences. Many employers further enhance this savings strategy by offering to match a portion of the employee contributions, which can notably boost the accumulation of retirement savings. Aside from promoting future financial security, enrolling in a 401(k) provides unique tax advantages for both employees and employers, including tax deductions and tax-deferred growth on investment earnings. For example, when employees contribute to their 401(k), these amounts reduce their gross income before taxes are applied, effectively decreasing their taxable income for that year. This combination of retirement savings and tax optimization makes the 401(k) an attractive choice for countless individuals and businesses. Ultimately, it serves as a crucial tool for fostering long-term financial health and encouraging proactive retirement planning.

What is Pontera?

Consolidate various accounts into a unified strategy with Pontera, which empowers advisors to manage and supervise 401(k), 403(b), and additional held-away accounts, ensuring they meet their clients' needs effectively. By fine-tuning tax strategies, advisors can significantly bolster their clients' wealth over time. The Pontera platform facilitates quick and effective investment allocation between taxable and tax-deferred accounts, allowing advisors to provide superior service. Moreover, Pontera improves transparency by equipping advisors with the tools to present a more detailed view of portfolio activities to their clients. When integrated with existing technologies, Pontera enhances portfolio visibility, enabling advisors to deliver a more integrated service experience. By routinely rebalancing and monitoring retirement accounts in a manner similar to custodial accounts, advisors can offer stability and peace of mind, especially during turbulent market conditions. This proactive strategy not only elevates client satisfaction but also fosters better long-term financial health. Ultimately, Pontera empowers advisors to maintain a sense of control and assurance for their clients amid the uncertainties of the investment landscape, thereby reinforcing trust in the advisory relationship. By enabling such comprehensive oversight, Pontera also lays the foundation for stronger client-advisor partnerships.

Media

Media

Integrations Supported

Check Point IPS
Check Point Infinity
EmCentrix
Gusto
Paychex Flex
Paylocity
Rippling
SecureW2

Integrations Supported

Addepar
GeoWealth
Morningstar
Orion
Pulse
SS&C Advent

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Ubiquity Retirement + Savings

Date Founded

1999

Company Location

United States

Company Website

www.myubiquity.com/401k/

Company Facts

Organization Name

Pontera

Date Founded

2012

Company Location

United States

Company Website

pontera.com

Categories and Features

401(k)

Not specified

Categories and Features

401(k)

Not specified

Popular Alternatives

Popular Alternatives

SurePayroll Reviews & Ratings

SurePayroll

4.3 out of 5 stars