HR | 401K Retirement | Payroll

With these resources, you can provide your employees with a competitive benefits package and ensure that they are taken care of in their retirement years. Plus, you can free up your time to focus on what you do best - providing top-notch eye care to your patients.

Employer 401K | Solo-401K Self Employed

Ubiquity Retirement + Savings is dedicated to making sure your 401(k) plan is tailored to meet your retirement goals. Over our 2 decades, we have helped 10,000 small business clients save over $2.5 billion towards their retirement. We also help clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees. In addition to being fixed fee, Ubiquity is investment agnostic, empowering small business clients and their financial professionals to act in their own best interests.

401(k) for Optometry Practices

  • ✅ Lower your taxable income
  • ✅ Integrate and automate your plan administration/Payroll
  • ✅ Affordable, flat-fee plans starting at $97 /month
  • ✅ Receive up to $16,500 in tax credits over three years when you open a 401(k).*
  • ✅ Solo-401K for Self-Employed

*Up to $5,000 per year, plus an additional $500 per year for automatic enrollment for the first 3 years)

Jason Gross, AIF®, CRPC® is a Senior Retirement Plan Consultant at Ubiquity Retirement + Savings who excels at assisting clients to achieve their business goals by developing and implementing successful retirement plan solutions. After spending nearly two decades in the retirement industry, Jason has routinely shared his expertise with institutions, financial advisors, and other retirement professionals for use with their client base. Jason specializes in retirement plans with a concentration in defined contribution while also maintaining a basic knowledge of employee benefits.


Location Requirements: Eligible in all States.

📧 Jason Gross, AIF®, CRPC® | 

Payroll | Human Resources | Time & Attendee | Work's Comps

The modern HR platform for payroll, benefits, and more. A well-supported team is the key to a successful business. With Gusto’s easy-to-use platform, you can empower your people and push your business forward.

  • ✅ Fee as low as $40 per month, plus $6 per month per person
  • ✅ Payroll: Automated deductions, direct deposit & tax filing
  • ✅ Employees Benefits: Health benefits, automatic saving, 401K & More
  • ✅ HR Experts Support: Direct access to certified HR professional and other resources

Location Requirements: Eligible in all States.

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