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Auto-Features and Education Can Increase DC Plan Participation



Lisa Chui is the VP of Finance + HR at Ubiquity Retirement + Savings. She is a 17-year veteran and expert in Silicon Valley finance with an emphasis in disruptive technology and start-ups. She began her career in marketing finance and later moved into the tech sector before venturing into Private Equity. Lisa currently heads up both the finance and HR functions at Ubiquity and spends her days budgeting, forecasting, recruiting and ensuring our employees are happy and engaged. She is excited to help propel Ubiquity’s growth through human capital, profitability, and innovation.


December 12, 2016 at 5:32 pm


Lisa Chui, VP of Finance + hr at Ubiquity Retirement + Savings, reveals to PlanSponsor the most common reasons why new employees don’t participate in their employer’s retirement plans.

“They want easy access, they want access 24/7, they want it to be simple and fun right?” says Chui. “It’s important for them to have a platform where they can look at their account and make fun changes and just do it in the click of a button, versus having to fill out paperwork.”

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