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
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.
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, the decision is yours.
We integrate with
people like you have saved over
$1.7 billion with Ubiquity
A few of our happy clients
Partner with us
Retirement + savings
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
To our valued clients, I’d like to start this note by thanking each and every one of you for your patience and support. Over the past many weeks we have been hard at work addressing the challenges some of you have had during the platform transition here at Ubiquity. We have heard loudly –…Read More
Craig Howell, VP of Business Development at Ubiquity Retirement + Savings, spoke to PLANADVISER about how the education clause in the DOL fiduciary rule will affect the future of the industry. “Being steeped in this part of the industry, I have something of a biased point of view, but we feel great about the possibilities of…Read More