Karen Benewith, QKA, QPFC, AIF®

Sr. Partner Success Manager Karen has more than 30 years’ experience in management, financial services, operations, client service, business development and consulting in several industries. Karen is passionate about providing exceptional service to the underserved small plan market and has been a small business owner herself. She holds Qualified 401k Administrator (QKA) and Qualified Plan Financial Consultant (QPFC) designations from the American Society of Pension Professionals and Actuaries (ASPPA) as well as the Accredited Investment Fiduciary® (AIF®) designation from fi360 and previously held FINRA Series 7, 66, and 9/10 securities licenses. A native of Boston, Karen currently resides in Colorado and loves spending time outdoors, reading and travelling to new places to sample the local cuisine.

Karen's Articles

Successful young professionals
16 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…

7 Apr 2023

Stay Ahead of 401(k) Plan Compliance Changes

Keeping up with your small business 401(k) can seem a daunting task–and that’s before you…

16 Mar 2023

The Role of 401(k) Plans in Supporting Financial Wellness 

Have you seen the price of eggs recently? If you have (spoiler: it’s going up),…

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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

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© 2023 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 300
San Francisco, CA 94104