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We offer the best flat-fee 401(k) plans for small businesses and are ranked #1 on Google Reviews.
Call us at 866.845.5058 for a free consultation.
Customize the right tax-advantaged 401(k) plan for your business in just a few clicks.
How many employees do you have?
Ubiquity is the #1 Ranked 401(k) Provider — Highest Customer Satisfaction in the Industry
Provider Ubiquity 4.3/51 4.5/5 4.5/5
Let Ubiquity take care of your business’ retirement plan so you can focus on running your business and keeping your customers happy.
Protect up to $66,000/year with 401(k) contributions vs. $6,500 with an IRA
They’ll love our customer service. Only Ubiquity has 95% customer satisfaction!
Say no to employee pricing. Say yes to our flat fees with no hidden costs.
100,000+
participants
$3B+
invested
20+ years
of awards and recognition
At Ubiquity Retirement + Savings, we’ve worked constantly since 1999 to lower your costs and reveal hidden fees that you’d be paying to other providers. Only at Ubiquity will you enjoy the highest-rated customer service–a 95% customer satisfaction rating–with more 5-star Google reviews1 than anyone else.
Did you know? Ubiquity pioneered the small business 401(k) space. Our founder realized small businesses were underserved and created Ubiquity to help them, their business owners, and their employees save for a more secure retirement. We’ve been your retirement 401(k) advocate since 1999.
Unlike our competitors, we do not have a vested interest in the investment choices available in your Ubiquity 401(k). We also are not an RIA, so we do not have a conflict of interest with financial advisors. Ubiquity gives you investment flexibility if you want it and guidance if you need it.
Ubiquity is essentially your retirement concierge. We provide electronic participant statements, tax filing, plan document preparation, participant disclosures, annual plan notifications, eligibility notices, IRS testing and monitoring, and more.
Only Ubiquity has Paradigm™, the industry-leading, record-keeping platform that ensures you stay within the guardrails of your plan and safeguards you against errors from any manual inputs.
Did you know?
Ubiquity is the only small business 401(k) provider that has maintained a low, flat-fee model since 1999. We have never charged employee pricing (aka, assets under management fees).
Our retirement sales consultants each have more than 10 years’ experience in small business retirement planning. They’ll walk you through finding and setting up the right plan for your needs. And they’ll explain things simply, without any jargon.
All our plans are low cost and flat-fee. Our free consultation will help you determine your needs based on your goals. Most consultations require just 15 to 30 minutes.
Not here! Ubiquity charges low, flat fees and doesn’t ever charge fees based on the size of your retirement plan. This is just one of the things that sets us apart from our competitors.
We help you identify and plan for your goals. We provide recommendations to reduce your business tax liability, minimize the fixed costs of administering your plan.
In addition to tax advantages, offering a retirement plan has been shown to significantly help small business owners attract and retain valuable employees.
“I am a new plan sponsor for my employer with Ubiquity. The friendliness of customer support was outstanding. So far, I am very impressed with Ubiquity! ”
1 An evaluation has been conducted by Decimal, Inc. through its research of independent customer reviews on Google, Trustpilot, and the Better Business Bureau as reported by unaffiliated contributors on or before September 30, 2022, with a revaluation date on January 12, 2023, resulting in an updated evaluation, for four similar small-business 401(k) providers in the marketplace.
© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357
© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357
