Jay Jacob

Ubiquity Senior Retirement Plan Consultant Jay Jacob

Jay Jacob, Sr. Retirement Plan Consultant  Bringing his decades of experience in finance and sales to Ubiquity, Jay has been a highly valued member of our sales team for the past four years. He delivers personalized retirement plan consultations for business owners, human resource departments and C-level executive teams from small businesses and mid-size corporations within a variety of verticals. A graduate of the University of New Orleans, Jay lives in Florida. 

Jay's Articles

20 Jun 2023

Freelancer? Maximize Your Retirement with a Solo 401(k)

Retirement planning is a critical aspect of financial planning, particularly for sole proprietors, freelancers, and…

13 Jun 2023

5 Retirement Planning Tips for Small Business Owners

Retirement planning is an important part of everyone’s financial picture–but it’s especially important for small…

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…

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…

7 Apr 2023

Why Working with Ubiquity Makes Sense for Your Small Business 401(k) Needs

Expertise. Low, flat fees1. Top-ranked customer service2 that has your back. As a small business…

14 Mar 2023

7 Top 401(k) Plan Features

When it comes to 401(k) plans, many options exist. You want a plan that will…

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

Provider

google logo

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.

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