About Us

Empowering businesses and transforming futures since 1999

Our story

In 1999, amid the dot-com boom, Chad Parks was a Certified Financial Planner in San Francisco who uncovered a complex challenge that small business owners faced: They didn’t have a retirement offering that would meet their unique needs. Knowing that he wanted to provide his clients the same retirement opportunities big businesses had, Chad got to work on developing a solution. Thus, Ubiquity Retirement + Savings came to life – originally known as The Online 401(k).

While the advent of the internet wasn’t meant to be the differentiator, how we charge our fees was: Flat, Transparent, and Fair. Within a short time, the business model was proven to be successful, and we expanded our frontier by engaging independent financial advisors and payroll companies who aligned with our want to disrupt the status quo of small business retirement savings and to provide equitable retirement opportunities to all. 

25 years later, Ubiquity’s mission, values, and drive remain the same: to empower small businesses and their employees to create secure, bright financial futures and gain peace of mind by leveraging advanced technology with world-class support and human intelligence to create affordable and effective retirement solutions. Through this approach, Ubiquity continues to be the highest-rated and lowest-cost small business retirement plan provider.  

If you’re not already a client, open a plan today and become part of our mission to ensure all small businesses have a way to save at work! 

We're more than just a provider, we're a partner in building lasting legacies. Our story is woven into the success stories of the businesses we serve, and the lives that have been enriched.

OUR PURPOSE

Ensure that everyone has access to a secure financial future

Awards

Our values

Uncompromised excellence

We take pride in our work and strive for daily improvement through our expert knowledge and resourceful problem-solving. Our achievements are propelled through our collaboration, compassion, and connection, ensuring we achieve our goals together with clients, colleagues, and vendors.

Integrity first

We commit to delivering the truth in an efficient, respectful, authentic manner. When helping our clients, we aim for transparency, ensuring they understand our actions and can depend on us. Driven by a culture of curiosity, we navigate decisions with a balance of knowledge and a deep commitment to client care.

Accountability through action

Our dedication to accountability and top-tier service means actively taking initiative to enhance our knowledge, own mistakes, and keep clients informed. Demonstrating our accountability daily, we commit to the exceptional standards our clients deserve.

Leadership

Ubiquity’s leadership team inspires innovation, fosters growth, and champions collaboration in our dynamic workplace

Chad Parks
CEO & Founder

Chad Parks is the founder and CEO of the first online, web-based, flat-fee retirement plan provider for small businesses in America: The Online 401(k), now known as Ubiquity Retirement + Savings.

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Tim Cowart
Chief Financial Officer

As Ubiquity’s CFO, Tim Cowart monitors and evaluates corporate financial strategy with an emphasis on long-term financial and operations planning, capital requirements, and enhancing shareholder value.

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Nasrin Mazooji
Chief Operating Officer

Nasrin Mazooji has been an integral part of Ubiquity since her arrival in 2013, and currently serves as Chief Operating Officer.

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Andrew Meadows
SVP, HR, Brand and Culture

Andrew Meadows brings over two decades of experience in the retirement savings space to his role as SVP of HR, Brand, + Culture at Ubiquity.

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Hunter Claxton
VP, Business Intelligence

Hunter Claxton is a seasoned professional with over a decade of experience in the industry, currently serving as the Vice President of Business Intelligence.

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Neil Shifman
VP, Partner Ecosystem

Neil Shifman serves as the Vice President of Partner Ecosystem at Ubiquity, where he leads the business development and relationship management teams.

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Callie Adams Farnsworth, QKA®, CAFCA
Director of Compliance

Callie, a seasoned compliance professional with an impressive 17-year tenure, holds a key position as the overseer of all compliance department operations.

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Peggy Otter
VP, Client Experience

Peggy’s nine years at Ubiquity have been informed by over a dozen years of industry experience, including with Verisight and Verizon Wireless

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Melissa Chery
VP, Demand Generation

As the VP of Demand Generation, Melissa Chery leads the marketing team in comprehensive strategies focused on driving top-of-funnel growth, creating scalable frameworks, and enabling data-driven decision-making.

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Want to join the team?

Ubiquity is always looking for smart and passionate individuals to join our diverse, collaboration-driven environment. We offer competitive benefits including health insurance, a 401(k) match, stock options, a remote-first environment, and more so our team members are set up to thrive from Day 1.

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You can also schedule a call or call (855) 401-7253 to talk to someone now