partner with us

Partner with Ubiquity

Partner with the most proven retirement provider with a mission to serve small businesses. We boast low cost, fully customizable 401(k) plans and an innovative platform that drives growth for partners and their clients.

Become a Partner

features for partners

Robust proprietary recordkeeping platform
World-class, comprehensive customer support
Transparent low costs for clients
Seamless payroll integration

We’re most preferred by Advisors

“Couldn’t be happier. I’ve been with Ubiquity Retirement since 2012 and find the online portal very easy to use.”

Cathy J.

“Great customer service and 401(k) option for small businesses.”

Jill A.

“I can't imagine a similar company with any more of a personal, one-on-one feel. Highly recommended."

Les F.

NAPA Advisors’ Choice Recordkeeping Award, 2023

Barron’s Top 100 RIA Firms, 2022

NAPA’s Top Plan Advisors Under 40 Award, 2021

Planadvisor’sTop Retirement Plan Advisors Award, 2022

why ubiquity

Secure financial success for you and your clients at no cost

Transparent low costs

Affordable and transparent pricing makes it easy for your clients to save and grow.

Dedicated partner support team

Our team of retirement experts have an average tenure of 15-20 years of industry experience. You’re in good hands.

Customizable 401(k) plans & funds

Tailored plans meet the specific needs of your clients while maximizing their tax benefits.

We’ll handle all the administrative work

We’ll handle recordkeeping, compliance, processing, and servicing so you can focus on keeping your clients happy.

Streamlined payroll integrations

Help clients eliminate friction and errors by handling payroll and benefits administration all in one place.

Advisors rate us highly!

Ubiquity has been ranked highly by thousands of our advisor partners across the U.S. for effectively handling their clients’ most critical needs.

clients with this plan

Who we partner with

Banks and Credit Unions

Ubiquity partners with banks and credit unions to help their clients and members access the best affordable retirement plan options. This approach gives them the opportunity to access a modern, automated solution that simplifies plan management and enables their employees to build the nest egg they need for their financial future – while also giving you a better competitive edge.

Accounting Professionals

By collaborating with Ubiquity, accounting professionals can help their clients achieve financial security during retirement. Ubiquity's plans help you drive money savings for your clients through significant government-incentivized SECURE Act tax savings and additional deductions that add to bigger retirement benefits. Business owners rely on accounting professionals for their financial futures, and Ubiquity helps you keep their needs at the forefront.

HCM & Payroll Providers

HCM and payroll vendors team up with Ubiquity to provide their customers with the most affordable, competitive retirement plan possible. You can stand out against national providers by delivering a seamless integrated payroll and 401(k) solution, fostering a lasting client base, enhancing the financial well-being of your customers, and helping increase high quality employee recruitment and retention.

Insurance & Benefit Brokers

Ubiquity collaborates with insurance and benefit brokers so they can help their clients enhance their existing offerings with robust, results-driven retirement benefits. State-mandated retirement plans are emerging nationwide, and Ubiquity can keep you and your clients ahead of them by ensuring compliance and education.

Financial Advisors

We provide broker dealers and RIAs access to a 100% open architecture platform with known custodial partners, Schwab and Broadridge. We offer an efficient and simple on-boarding and service model so you can focus on what matters most: your clients.

Other Partners

If you don’t see your role or industry highlighted, please reach out to our partnerships team. Ubiquity can work with most industry professionals.

Contact the Partnerships Team

Become a Partner

Frequently asked questions

Why partner with Ubiquity?

With over 25 years of experience, Ubiquity has a wealth of experience helping SMBs. We have key partnerships with Principal, Mass Mutual, and others who have sought us out for our ability to serve the micro market efficiently and effectively. By partnering with Ubiquity you establish a relationship with a firm that works to understand your business and your client's needs.

What tools and resources are available as a partner?

Ubiquity can customize some aspects of partnerships, but we have established an efficient process to integrate and get a solution to market timely and effectively.

What benefits do I receive as a Ubiquity partner?

In addition to a new revenue stream, you will add a new solution to your offering allowing more competitiveness and market share.

What benefits do my customers receive?

By offering an affordable 401k plan, your customers will be better equipped to attract and retain top talent, while taking advantage of Secure Act tax credits and staying in compliance with state mandates.