Jason Gross, AIF ®, CRPS

Jason Gross, AIF ®, CRPS, National Sales  One of Ubiquity’s very first hires, Jason Gross has been with Ubiquity for nearly 24 years and has an exceptional record of assisting clients achieve goals by developing and implementing successful retirement plan solutions. Jason routinely lends his expertise to institutions, financial professionals, and other trusted partners for use with their client base. These engagements have led to mutually beneficial partnerships and thousands of satisfied clients. He currently holds both Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Plan Specialist (CRPS) designations and is a graduate of Northwestern University.

Jason's Articles

Financial concept meaning Post-Retirement Benefit with sign on the piece of paper.
25 Jul 2023

What to Do if Your Employer Doesn’t Offer a 401(k): Building a Secure Financial Future 

As employees, we understand the importance of securing our financial future, and having a retirement…

3d rendering red space shuttle above blue hot air balloons
28 Jun 2023

The Impact of Inflation on Retirement Planning

Inflation is a topic that has been widely discussed in recent times, and its impact…

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…

Tiny work persons on huge hands. Wellbeing and support of employee community.
17 Apr 2023

Top 5 Financial Wellness Benefits Your Small Business Should Offer

It’s no secret that attracting and retaining top talent is crucial for the success of…

Photo of man's hand giving the thumb's up. Yellow streaks like fireworks are drawn in around his hand and the words Thank You!!! are written in blue.
16 Sep 2022

Why Advisors Always Thank Me This Time of Year

Guest post by Jason Gross, National Sales & Development Director  One of my financial advisor…

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


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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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44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357

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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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