Our technology + people, deliver:
Flat fees with nothing in the fine print
Tax benefits for people and businesses
Investment options so you can grow your money, your way
Our savings plans are built on smart technology that you can manage in minutes and with zero hidden fees, resulting in more compounding dollars saved.
The IRS pays you to save. Lower your taxable income and save more for your future at the same time.
No matter what level of expertise you have, we’ve got you covered. Bring your own Advisor, or use our network. From conservative to aggressive, and everything in between, the decision is yours.
We integrate with
people like you have saved over
$1.7 billion with Ubiquity
Partner with us
Offering low cost, low risk, and simple to deploy recordkeeping solutions for the micro market
Enabling efficient delivery of investment management and advice for the micro market
Delivering scalable, full-service retirement and marketing on a device agnostic platform
In pursuit of your retirement dreams, you might decide to incorporate an IRA into your personal savings strategy. Within the world of IRAs, there are several different models to choose from, and making a decision can be overwhelming if you don’t know what to look for. That’s why we created a visual breakdown of the…Read More
Learn how Lisa Chui, VP of Finance + HR at Ubiquity Retirement + Savings, helps set our vacation day culture, in Lisa Rabasca Roepe’s recent Forbes article. Chui used to check email on vacation but says she stopped because she found, once she read an email, she felt compelled to respond. “Once you respond, you…Read More