Rated #1 on Google Reviews, Ubiquity offers top-tier, flat-fee 401(k) solutions for your small business needs1.
Experience peace of mind knowing you’re partnering with the best in the industry.
Call 866.845.5058 for a complimentary consultation.
Customize the right tax-advantaged 401(k) plan for your business in just a few clicks.
How many employees do you have?
Achieving the Highest Customer Satisfaction in the Industry
Provider Ubiquity 4.3/5* 4.6/5 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 we have 95% customer satisfaction!
Transparent, flat fees and no surprises.
100,000+
participants
24 years
serving our clients
$3 Bn
invested
10+ years
average associate tenure
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.
Set up your company’s 401(k) confidently knowing that Ubiquity is the only small business 401(k) provider that has maintained a low cost, flat-fee model since 1999. We have never charged assets under management fees.
Unlike our competitors, we have no vested interest in your Ubiquity 401(k) investment choices. We’re not an RIA, eliminating conflicts with financial advisors. With us, you get investment choices and guidance when you want it.
Ubiquity provides electronic participant statements, tax filing, plan document preparation, participant disclosures, annual plan notifications, eligibility notices, IRS testing and monitoring, and more.
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.
But 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 helps you 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! ”
* Please refer to Important Information for details.
© 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
