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Andrew Answers: Retirement and the Small Business Owner



After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!


November 13, 2013 at 9:43 am
Retirement News


In this week’s Andrew Answers, we hear from Bob, an entrepreneur looking to do right by his employees. Bob wants to open a small business 401(k). Bob needs help getting started.

Get a short rundown on what to do before the year end as you’re opening that shiny new retirement plan. I touch on timing, plan features, and what to look out for.

If you are a small business owner who wants to start a 401(k) plan by 2014, or an employee of a small business in need of the option to save for retirement at work, this episode is for you!

Oh, and I’ve got a mustache. Here’s why.