Ubiquity Retirement + Savings® Ranked #1 Small/Medium Size 401(k) Provider on Google Reviews, Trustpilot, and BBB
SAN FRANCISCO, October 26, 2022–(BUSINESS WIRE)–Ubiquity Retirement + Savings® (Ubiquity), a financial technology pioneer in flat-fee small business retirement plans, is number one in customer satisfaction among small business retirement plan providers1, according to Google Reviews2.
With 4.3/5 stars and hundreds of reviews, Ubiquity outranks the competition. Google Reviews is one of the most highly trusted, used, viewed, and recognized resource consumers rely on for help in making decisions about where to spend their money. These reviews are written by real customers whose enthusiasm for Ubiquity is contagious.
Here is a sample of the independent reviews:
- Five-Star Review: “Zsanine Basil-Janyzen provided me with very courteous and informative assistance regarding my RMD related inquiries.” —James Kesaris
- Five-Star Review: “Choosing a partner to outsource your company 401(k) to is a big decision. That said, I am not sure how this could have been easier/better. Like many CEOs, I wear multiple hats. This was a task I felt I needed to handle myself rather than delegate, but had limited time and bandwidth to fully commit to.” —John Breining
- Five-Star Review: “I always have a great experience with each interaction I have with a representative at Ubiquity. I’ve always had my questions answered thoroughly, and the reps are professional and eager to help.” —Brandie Collis
These ratings and reviews on Google affirm Ubiquity’s strategy to advocate for customers and ensure they get the best value. This recognition by Ubiquity’s customer base has led to outstanding success and strong growth in 2022.
“We are thrilled to see that our efforts and hard work by our teams resonates with Ubiquity customers. We truly appreciate our customers taking the time to leave us great feedback on Google reviews — the most recognized user review platform in the USA,” said Ubiquity CEO + Founder Chad Parks.
In addition to being the top ranked 401(k) provider to small and medium sized businesses on Google, Ubiquity is proud to announce that it is the #1 ranked 401(k) provider to small and medium sized businesses on Trustpilot, one of the most trusted tech platforms for reviews in the world.
And finally, Ubiquity Retirement + Savings is thrilled to announce it is also the #1 ranked 401(k) provider for small and medium-sized businesses at the Better Business Bureau (BBB). The BBB is the household-name company that has been around for over 100 years helping people find businesses, charities, and associations that are reputable and trustworthy. Ubiquity has an industry-leading 4.5/5 stars at BBB.
“We’re humbled to be recognized on Trustpilot and by the Better Business Bureau, which prove our team’s tireless efforts are paying off and exceeding customer expectations. Our clients have trusted us for over 23 years to provide them transparent, flat-fee pricing, and our white-glove customer service helps them get set up and saving quickly and painlessly,” concluded Parks.
About Ubiquity Retirement + Savings
Since launching Ubiquity Retirement + Savings in 1999, the company’s driving force has been to provide qualified retirement plans that meet the needs of small business owners. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.
Ubiquity is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-recordkeeping. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace of mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast. Ubiquity exclusively serves over 10,000 American small businesses and hundreds of thousands of savers. With over $3 billion in retirement assets, Ubiquity has clients in all 50 states, delivering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions!
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1 An evaluation has been conducted by Decimal, Inc. through its research of independent customer reviews on Google, Trustpilot, and the Better Business Bureau as reported by unaffiliated contributors on or before September 30, 2022, for four similar small-business 401(k) providers in the marketplace.
2 Google ratings are based on independent client reviews of Ubiquity Retirement + Savings products and services. Details on the methodology Google employs to calculate ratings can be found here.
View source version on businesswire.com: https://www.businesswire.com/news/home/20221026005639/en/
Ubiquity Retirement + Savings® Joins the Retirement Advisor Council
East Windsor, CT – August 1, 2023. We are pleased to announce that Ubiquity Retirement + Savings® (Ubiquity) has joined the Retirement Advisor Council as a Member-at-Large.
Ubiquity, a financial technology pioneer in small business retirement offerings, is first among the companies invited to join as a Member-at-large, a new membership category created by the Board at its April 2023 meeting, recognizing that the Council needs input from specialty firms to sustain its mission statement and advance outcomes through collaboration of service providers, investment managers, advisors, and national retirement practice leaders. Ubiquity will be represented by Mike Cohen, AIF®, Senior Partnership Manager, who will participate in four committees: Advisor Tools and Resources, Financial Literacy and Financial Wellness Promotion, Marketing and Public Relations, and Research and Strategic Issues.
“Ubiquity is honored to be selected by the Retirement Advisor Council to help the 57 million Americans still lacking access to a workplace retirement plan get the access, education and resources they need to successfully save for and plan towards their retirement,” said Cohen. “As a pioneer in the digital small business 401(k) space, we look forward to our partnership with the Retirement Advisor Council. Together, we’ll help small businesses, and their employees understand how to maximize the retirement benefits and advantages granted by the latest Secure 2.0 legislation,” Cohen concluded.
About Ubiquity Retirement + Savings
Since launching Ubiquity Retirement + Savings in 1999, the company’s driving force has been to provide qualified retirement plans that meet the needs of small business owners. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.
Ubiquity is a leading fintech company that is one of the first flat-fee-for-service small business plan providers in the nation. With our exclusive, best-in-class Paradigm RKS™ cloud-based platform that automates recordkeeping and plan management functions, we’re able to deliver an easy-to-use experience and peace of mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast. Ubiquity serves hundreds of thousands of savers. With over $3 billion in retirement assets, Ubiquity has clients in all 50 states, delivering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions!
Visit myubiquity.com to learn more. Follow us on LinkedIn.
About The Retirement Advisor Council
Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management. The Council accomplishes this mission by:
- Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
- Sharing professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators, and the public.
- Giving voice to the retirement plan advisor community
- Offering tools to evaluate advisors to ensure the quality of services provided.
Find out more about the Retirement Advisor Council at www.retirementadavisor.us
Retirement Advisor Council is a brand of EACH Enterprise, LLC.
Read MoreInsurtech Leader Mylo Introduces 401(k) Solutions Through Fintech Leader Ubiquity Retirement + Savings
KANSAS CITY, Mo., June 6, 2023 (Newswire.com) – Insurtech leader Mylo has selected small business retirement plan pioneer Ubiquity Retirement + Savings® (Ubiquity) to provide an innovative suite of group and individual 401(k) products that will enhance Mylo’s wide offering of small business insurance and benefits. Whether business owners shop online or with a licensed advisor, Mylo’s insurance intelligence platform connects them with customized solutions from leading carriers.
As Mylo continues to add to its extensive product line, business owners will be able to consult a 401(k) expert at Ubiquity, review retirement savings options and find a 401(k) plan personalized to their savings needs through this new partnership. A 401(k) can provide significant tax benefits to owners and fulfill requirements their states may have to offer retirement plans. Ubiquity, a leading fintech company that leverages technology to create a transparent, flat-fee*, customizable savings experience, is the exclusive retirement plan provider offering these services to Mylo’s customers.
“About half of all private sector workers do not have access to an employer-sponsored retirement savings plan,” said Chad Parks, Founder and CEO of Ubiquity. “With this partnership, we are furthering our mission to empower all individuals to save for a secure financial future by making it easier for small businesses to access affordable plan options.”
Ubiquity’s Single(k) Plus®, Saver(k)®, Custom(k)® and Reserve(k)® plans will now be available to Mylo’s customers.
Building on 50+ years of expertise, Mylo specializes in helping small business owners protect their growing companies through a wide range of business insurance products. In addition, Mylo has a dedicated group benefits team equipped with proprietary insurance technology that reduces quoting, plan selection and enrollment from weeks to hours. Benefits options from leading carriers include major medical, dental and vision, life, disability and more.
“We’re excited to partner with industry leader Ubiquity to offer retirement benefits solutions and expertise,” said David Embry, Mylo CEO. “Our insurance intelligence platform will easily integrate with Ubiquity’s cloud-based technology to bring these innovative offerings to our customers.”
About Mylo
Mylo is an insurtech leader with an insurance intelligence platform that seamlessly integrates into partner experiences to connect business owners and individuals with top-rated insurance products from multiple carriers, including business, auto, home, small group benefits, life and individual health. Backed by Group 1001, the global investor with a powerful commitment to technology-driven insurance transformation, Mylo delivers personalized coverage recommendations and ideal solutions online or over the phone with licensed agents. For more information, go to www.ChooseMylo.com.
About Ubiquity Retirement + Savings®
Since launching Ubiquity Retirement + Savings in 1999, the company’s driving force has been to provide qualified retirement plans that meet the needs of small business owners. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. Ubiquity is a leading fintech company that is one of the first flat-fee-for-service small business plan providers in the nation. With our exclusive, best-in-class Paradigm RKS™ cloud-based platform that automates recordkeeping and plan management functions, we’re able to deliver an easy-to-use experience and peace of mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast. Ubiquity serves over 10,000 American small businesses and hundreds of thousands of savers. With over $3 billion in retirement assets, Ubiquity has clients in all 50 states, delivering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! Visit myubiquity.com to learn more.
*Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan sponsors are advised to review all service agreements with providers (i.e., investment advisors, custodians, broker-dealers) to evaluate total plan costs.
Read MoreUbiquity Retirement + Savings® Elevates Nasrin Mazooji to Chief Operating Officer, Hires New SVP, Client Experience Amid Record Growth
New Executive Team members will continue firm’s mission of providing small businesses with unique retirement plans while offering strategic support to continue growth momentum
SAN FRANCISCO–(BUSINESS WIRE)–Ubiquity Retirement + Savings (Ubiquity), a financial technology pioneer in flat-fee1 small business retirement plans, is proud to announce the promotion of Nasrin Mazooji to Chief Operating Officer and the hiring of Mo El-Emari as SVP of Client Experience. The announcement comes on the heels of another quarter of record growth.
Mazooji has served Ubiquity as a senior executive responsible for overseeing the company’s corporate and ERISA compliance and regulatory affairs since 2013.
In her role of Chief Operating Officer (COO), she will be responsible for designing and executing strategic plans to scale Ubiquity’s operations. This new role will see her take on broader responsibilities, including overseeing the day-to-day operations of the company, ensuring that all teams work seamlessly together, and leading efforts to optimize processes and procedures for maximum efficiency.
“Throughout my 15-year career in the retirement industry, I’ve personally witnessed thousands of businesses and their employees begin the important journey of saving for their future and growing a nest egg,” said Mazooji. “In my new position, I look forward to building upon Ubiquity’s success and accelerated growth to further expand its reach in the small and mid-size business market.”
“The promotion of Nasrin during this period of immense growth throughout multiple areas of the company represents a major milestone for Ubiquity,” said Chad Parks, Founder and CEO of Ubiquity. “For the past decade, Nasrin has played a pivotal role in the evolution of Ubiquity’s infrastructure, and with her expertise, we look forward to expanding our footprint and continuing to provide transparent, trustworthy, and low-cost solutions.”
Mo El-Emari brings to Ubiquity over 25 years of experience as a consummate customer care executive with an extensive background in management of SaaS, post-sales consumer activities, reputation management, and relationship building. At Ubiquity, he will oversee the company’s growing Client Experience team providing the industry’s #1 ranked customer service to plan participants, advisors, TPAs, partners and plan sponsors.2
“We’re thrilled to have Mo join the Ubiquity family and he’s already had a positive impact on the team. He’s strengthening the bedrock of our service foundation so that the team can continue to provide the best customer service in the industry as we continue growing,” said Andrew Meadows, SVP of HR, Brand and Culture.
In Q1 2023, Ubiquity broke its sales records, experienced record-low attrition, and onboarded the largest number of financial advisor relationships, plan sponsors, and third-party administrators (TPAs) to its platform. Ubiquity also enhanced the financial advisor experience in Q1 2023, including a more detailed annual plan review, participant snapshot information, and enhanced reporting. This growth follows a successful, record-breaking 2022 for Ubiquity.
1 Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan Sponsors are advised to review all service agreements with providers (e.g., investment advisors, custodians, broker-dealers) to evaluate total plan costs.
2 An evaluation has been conducted by Decimal, Inc. through its research of independent customer reviews on Google, Trustpilot, and the Better Business Bureau as reported by unaffiliated contributors on or before September 12, 2022, and again on January 12, 2023, for four similar small-business 401(k) providers in the marketplace.
Ubiquity Retirement + Savings® Announces Partnership with DriveWealth
Powerful API technology connects Americans saving for retirement with fractional share trading possibilities to enable access to diversified investment choices – a first for small businesses
SAN FRANCISCO–(BUSINESS WIRE)–In an effort to bring new technology and investing capabilities to small businesses Ubiquity Retirement + Savings® (Ubiquity), announces its partnership with DriveWealth – which provides businesses with the power of fractional share trading to retirement plan participants – a first among small business 401(k) providers.
“Making available real time instruments with fractional share trading within a fully disclosed account is a unique differentiator for advisors, employers and participants alike.”
“We began pioneering the small business 401(k) space 24 years ago and with this latest innovation, we believe technology has the power to open new doors for retirement savers,” said Chad Parks, Founder + CEO of Ubiquity, a financial technology pioneer in small business retirement offerings. “Through this partnership with DriveWealth, we are able to provide small business owners and their employees with investment options that will democratize investing and allow more freedom and choice in a user-friendly way that has never before been seen in a 401(k) plan, while still providing the ability to have an extremely well diversified portfolio.”
By leveraging DriveWealth’s innovative technology and investment rails, Ubiquity is able to further its mission of retirement savings solutions for all.
“This Ubiquity and DriveWealth partnership is redefining how people can consume and engage within their 401(k) account,” said Stan Smith, Managing Director of DriveWealth. “Making available real time instruments with fractional share trading within a fully disclosed account is a unique differentiator for advisors, employers and participants alike.”
The new offering adds to the more than 30,000 mutual funds and ETFs that Ubiquity’s small business clients already have access to.
“By continuing to expand investment options and choice, we’re providing our clients and partners with the products, services and tools they desire to meet their retirement savings needs today and in the future,” said John Farmakis, SVP of Business Development at Ubiquity.
Secure 2.0 Supports Retirement Savers
There is huge growth potential for retirement plan providers in the small business marketplace as Secure 2.0 has cleared the path for more businesses to establish plans. Ubiquity is looking forward to delivering customizable, low-cost retirement plans to small businesses so they can take advantage of the tax savings opportunities created by these new rules, and so workers can start saving more for the future.
“By combining the right technology, creativity and financial market wisdom, DriveWealth, Ubiquity and their respective partners will help create retirement security for millions of Americans,” concluded Smith.
About Ubiquity Retirement + Savings
Since launching Ubiquity Retirement + Savings in 1999, the company’s driving force has been to provide qualified retirement plans that meet the needs of small business owners. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.
Ubiquity is a leading fintech company that is one of the first flat-fee-for-service small business plan providers in the nation. With our exclusive, best-in-class Paradigm RKS™ cloud-based platform that automates recordkeeping and plan management functions, we’re able to deliver an easy-to-use experience and peace of mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast. Ubiquity serves thousands of American small businesses and hundreds of thousands of savers. With over $3 billion in retirement assets, Ubiquity has clients in all 50 states, and we deliver a transparent, flat-fee1, customizable savings experience. Our tenured team are retirement experts and future-you champions!
Visit myubiquity.com to learn more.
Ubiquity is not a registered investment advisor and no portion of the material herein should be construed as legal or tax advice. Please consult with your financial planner, attorney, and/or tax advisor for advice.
1 Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan Sponsors are advised to review all service agreements with providers (e.g., investment advisors, custodians, broker-dealers) to evaluate total plan costs.
About DriveWealth
DriveWealth, a global fintech investment rail and pioneer of fractional equities trading, is a visionary technology company that empowers more than 100 partners around the world to engage their customers by placing the markets in the palm of their hands. We believe the future is fractional, transactional, and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth’s consultative support and cloud-based, modern technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. For more information, please visit drivewealth.com or connect with us on Twitter @DriveWealth or on LinkedIn.
Contacts
Media
Gregory FCA for Ubiquity Retirement + Savings
Jenna Silverblatt, 610-428-3296
Ubiquity@gregoryfca.com
The Need To Save Is More Critical Than Ever
Chad Parks’ Interview with TD Ameritrade Network
Live from the floor of the New York Stock Exchange
“The need to save is more critical than ever,” says Chad Parks. He discusses retirement planning in a volatile market, and talks about how investors should make saving for retirement a priority. He also notes that you shouldn’t let fear put you off — if a recession hits, you’re getting investments on sale. He then reviews some reasons to make retirement saving a priority. Finally, he mentions investment ideas for a retirement portfolio.
Watch now to hear Chad’s thoughts.
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