Callie Adams Farnsworth, QKA, CAFCA

Callie Adams Farnsworth, QKA®, CAFCA, Director of Compliance With 17 years of experience, Callie is responsible for overseeing all operations of the compliance department, including 3(16) fiduciary staff, internal audit operations to ensure compliance with governing regulations, legal documentation, and disclosures. A graduate of California State University - Fresno, she is located in central California.

Callie's Articles

African woman working at small business ecommerce with a big smile on face, pointing with hand finger to the side looking at the camera.
8 Jun 2023

7 Benefits of Offering a Vesting Schedule in Your Small Business 401(k) Plan

If you own a small business, offering a 401(k) plan can be a great way…

Voting and election concept. Making the right decision
6 Jun 2023

Yes, a Low-Cost 401(k) Plan Could be Right for Your Small Business

As a small business owner, you might be wondering if offering a 401(k) plan to…

growing investments
5 Jun 2023

Compound Interest: Unlocking the Power of Growth in Your 401(k) Plan

When it comes to planning for retirement, one of the most powerful tools at your…

variety of different types of eggs in a wicker basket, some not in the basket
1 Jun 2023

Top 4 Benefits of Offering a Diversified 401(k) Plan

As a small business owner, you might think offering your employees a 401(k) plan is…

Self Employed business woman at desk
9 May 2023

How to Choose the Right 401(k) Plan

So you’re ready to offer a 401(k) plan to the employees at your small business.…

graphic of a compass pointing to the future
9 May 2023

The Impact of 401(k) Plans on Your Small Business’s Future

CEO. Human resources manager. Marketing lead. As a small business owner, you wear many hats.…

How to Choose the Best Mutual Fund
9 May 2023

Why You Should Regularly Review Your Small Business 401(k)

As a small business owner, you have a lot of responsibilities – and if your…

dark blue background with lit up arrow on circuit board
1 May 2023

What to Consider When Offering a Self-Directed Brokerage 401(k)

When it comes to small business retirement savings, a 401(k) plan is one of the…

28 Apr 2023

How to Evaluate the Cost Effectiveness of Small Business 401(k) Plans

With so many different 401(k) plans on the market, choosing the right one for your…

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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.

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San Francisco, CA 94104
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© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357

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