Adam Bush, QKA, AIF®

Adam Bush, QKA, AIF®, Retirement Plan Consultant Adam brings over 10 years of retirement services sales experience with companies such Ascensus, Newport Group, Truist Bank, and Fidelity Investments. He's passionate about partnering with small business owners and their financial advisor to find the best retirement plan solution for their business. He holds designations of Accredited Investment Fiduciary® (AIF) and Qualified 401(k) Administrator (QKA) and a bachelor’s degree in business from the University of North Carolina – Chapel Hill. Adam can't wait to help you reap the benefits of a small business retirement plan designed just for you.

Adam's Articles

Photo of toy bear and toy bull with an hourglass between them
29 Jun 2023

The Impact of Market Volatility on Retirement Planning

(& How to Set Yourself Up for Success) Retirement planning is critical to securing a…

Group meeting in coffee shop
20 Mar 2023

The Advantages of Offering a 401(k) Plan for Your Small Business

If you’re wondering whether or not offering a 401(k) plan is worth it, you’re in…

Image of plant shaped as up arrow
20 Mar 2023

How 401(k) Plans Can Boost Your Small Business’ Bottom Line

Between hiring top talent, running your business, and keeping up with the industry, you probably…

Ubiquity is the #1 Ranked 401(k) Provider — Highest Customer Satisfaction in the Industry

Provider

google logo

trustpilot logo

Ubiquity BBB Business Review

Ubiquity

4.3/5*

4.6/5

4.5/5

Disclaimer: Decimal, Inc. conducted an evaluation of four small-business 401(k) providers in the marketplace by analyzing independent customer reviews on Google, Trustpilot, and the Better Business Bureau, as reported by unaffiliated contributors on or before September 30, 2022, with a revaluation date of January 12, 2023. The evaluation resulted in a higher score for our company compared to the other providers. We strive to provide excellent service to our customers and appreciate their feedback.

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104

Facebook Twitter LinkedIn YouTube

Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104