Plan serviced by Ubiquity Retirement + Savings

Choose a plan
2Company & plan
3Review, sign & pay

Company & Plan Details

Set up your Corgi Growth plan. Next you'll review the details, sign the Commitment to Proceed and pay the one-time $500 setup fee.

Company Details

Tell us about the business setting up this plan.

Company Name

Employees

EIN

Business Type

State of Incorporation

Company Start Date

Fiscal Year End

Your Contact Details

The person we should contact about the plan.

First Name

Last Name

Job Title

Email

Phone

Business Address

Use your company’s business address.

Address

City

State

ZIP

Plan Details

Choose from the provisions available with your selected plan.

Plan Effective DateAt least 22 business days from today.

Participant Fees Paid By

Auto-Enrollment

Plan Eligibility

Safe Harbor

Vesting

Your selected plan

Corgi Growth

The 401(k) that scales with your company

One-time setup fee$500.00Due at the next step

After your plan is set up, ongoing fees of $180/mo + $6/mo per eligible employee are billed separately by Ubiquity.

Complete all required fields to continue.

Corgi 401(k)

Plan serviced by Ubiquity Retirement + Savings.