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Ubiquity takes care of you now and in the future.

Your retirement security and your health are our priority. With the lowest flat-fees in the industry, Ubiquity empowers you to plan better and save more.

Our technology + people, deliver:

The lowest fees in the industry

Tax benefits for people and businesses

Investment options so you can grow your money, your way

Smarter saving

We’ve based our savings plans on smart technology that you can manage in minutes and with zero hidden fees, resulting in more compounding dollars saved.

Reduce taxes

The IRS pays YOU to save. Lower your taxable income and save more for your future at the same time.

Flexible investments

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, the decision is yours.

We integrate with

people like you have saved over
$1.7 billion with Ubiquity

Partner with us

Retirement + savings

Offering low cost, low risk, and simple to deploy recordkeeping solutions for the micro market

Fiduciary services

Enabling efficient delivery of investment management and advice for the micro market

Recordkeeping

Delivering scalable, full-service retirement and marketing on a device agnostic platform

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Latest news

Blog

Traditional vs. Roth IRAs: Which is Right for You?

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…

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Press

5 Part-Time Jobs That Are Perfect for Retirees

Andrew Meadows, VP of Brand + Culture at Ubiquity Retirement + Savings, talks to U.S. News about part-time jobs for retirees who want something to fill their hours in retirement. “They’ve been there and seen it all,” he says. Putting that knowledge to work in a part-time job during retirement can be personally rewarding for a senior and beneficial…

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@ubiquitysavings

Want to fill time in #retirement? Try one of these part-time jobs @coolest401kguy @usnews https://t.co/v2g8SSLYgV https://t.co/OpfEmkkz1F

@ubiquitysavings

#Money + #Retirement facts mothers must tell their daughters @WISERwomen #WomensEqualityDay https://t.co/okOxyBa7Ox https://t.co/gNvVrT8idL

@ubiquitysavings

We are here to help! @askubiquity is your 401(k) support community. https://t.co/npH3froRsp