Deliver a customizable, flat-fee retirement plan from the #1-ranked SMB 401(k) provider on Google¹.
Protect your clients from hidden fees with a low cost 401(k) plan created specifically for small businesses.
You decide what’s best for your clients and we’ll handle the rest. Craft an investment lineup from our universe of over 30,000 mutual funds and ETFs or select optional 3(38) fiduciary services from one of our trusted partners to help reduce liability and cut down your workload.
Ubiquity has a 23-year track record of profitably serving the small business 401(k) market and a proven, fully-owned proprietary technology platform.
Prospecting report generation, ongoing administrative assistance, and more, all provided by your dedicated advisor support team with an average tenure of 15-20 years’ industry experience.
Ubiquity will handle recordkeeping, compliance, administration, and servicing so you can focus on keeping your clients happy.
Trust your clients with established industry experts ranked as the #1 SMB 401(k) provider on Google¹.
Our payroll team can assist with automating payroll submission to save your clients critical hours on administration and reduce clerical errors.
Enable your clients to save more, knowing they pay the same low fee regardless of how large their nest egg grows.
For businesses with no full-time employees except the owner/spouse/partner.
Plans start as low as $18/ month
Expert-picked plan provisions in one easy-to-manage package.
Plans start as low as $90/ month
Business owners who want a customized plan to maximize their tax savings.
Plans start as low as $165/ month
All-inclusive flexibility with built-in security and 3(16) fiduciary services.
Plans start as low as $240/ month
“I have been using their online recordkeeping system for a few years now and they got it right. The simplicity of the system allows Participants, Plan Sponsors and Advisers the information they need right at their fingertips in a clean modern view. Built with an easy flat fee pricing model makes billing easy and understandable! By focusing on the right information, they have organized a system that just works for everyone.”
– Rone J. Davis, AIF®, CLU®, ChFC®, MSFS Chief Investment Officer, Daviman Financial LLC
¹ Google ratings are based on client reviews of Ubiquity Retirement + Savings products and services. Details on the methodology Google employs to calculate ratings can be found here. Rates currently displayed are as of September 30, 2022 and are based on reviews from 2014 through 2022.