LET'S GET A PLAN GOING!

SERVICES OVERVIEW

Uniglobal offers a wide range of custom 401(k) retirement plans. The below service levels and pricing guide can be used to estimate the employer costs associated with a retirement plan using Uniglobal as TPA with our full suite of services. Every plan we create is uniquely designed and custom quoted.

CORE

Included Services
Compliance Testing & Corrective Support
Comprehensive Trust Accounting
Full Administration Services
Unlimited Employer Allocation Modeling
Dedicated Consultant
Annual Valuation Reporting
Form 5500 Preparation
Participant Loan & Distribution Support Services

COMPETITIVE

Included Services
Safe Harbor Provision
Compliance Testing
Comprehensive Trust Accounting
Full Administration Services
Unlimited Employer Allocation Modeling
Dedicated Consultant
Annual Valuation Reporting
Form 8955-SSA, 5558, and
5500 Preparation
Participant Loan & Distribution Support Services
DocMP – Document Maintenance
Program – no fees for amendments
or restatements, ever.

ADVANCED

Included Services
Completely Customized Plan Design
Safe Harbor Provision
Compliance Testing
Comprehensive Trust Accounting
Full Administration Services
Unlimited Employer Allocation Modeling
Dedicated Consultant
Annual Valuation Reporting
Form 8955-SSA, 5558, and 5500 Preparation
Participant Loan & Distribution
Support Services
8 Hours of Audit Support for
Large Plans, Included
DocMP – Our Document Maintenance
Program – no fees for amendments
or restatements, ever.

PRICING

CUSTOM PLANS STARTING AT $295 PER QUARTER.

CORE

Great for Start-Ups!

$295

per quarter base

Participant: $X/qtr.

Initial Plan Design and Documents Expense applies.

DocMP + Data Storage add-on $165/qtr. – Our Document Maintenance Program covers all required plan amendments and restatements, plus one optional non-merger amendment a year.

COMPETITIVE

Perfect for Small & Medium-sized Employers.

$RFP

request your proposal below

Participant: $X/qtr.

Initial Plan Design and Documents Expense applies.

ADVANCED

Fully Custom Plan Solution, for any Employer.

$RFP

request your proposal below

Participant: $X/qtr.

Initial Plan Design and Documents Expense applies.

You can use the form below to request a custom quote!

READY TO GET STARTED?

Every plan we create is uniquely designed for your organization, with your goals in mind. Uniglobal has a long history with many providers and we’d love to prepare a custom quote for you and your plan. Please use the form below and we will get right back to you.