Financial Institutions + Ubiquity

Deliver a customized small business/startup 401(k) solution by partnering with the #1 SMB 401(k) provider on Google1.

  • Low cost, flat-fee2 401(k) solutions at zero cost to you
  • White labeled or co-branded product options
  • Innovative proprietary recordkeeping platform
  • 23 years serving the small business market
Let Us Be Your Solution

Speak with our Partnerships team today

Schedule a Call

Why Financial Institutions Partner with Ubiquity

Deliver a customized small business/startup 401(k) solution with little effort and zero expense.

Close the 401(k) Product Gap

Ubiquity makes it easy to break into the fast-growing and underserved small business/startup market, quickly. Expand your footprint by delivering turnkey or customizable group and sole proprietor 401(k) solutions from a partner with 23 years of serving small businesses.

White Labeled or Co-Branded Product Options

Our API-based integration capabilities connect with partners’ existing data and tools, allowing you to deliver an SMB 401(k) solution directly through your brand experience with little to no effort from your team.

Cost Effective Solutions

Diversify your product lineup with affordable, flat fee 401(k) plans designed and priced specifically for the budget-conscious, small business customer at zero cost to you.

We Do the Heavy Lifting – You Reap the Rewards

Our team of seasoned retirement industry experts handles sales, plan setup, recordkeeping, compliance, and client servicing.

Ubiquity is the #1-Ranked Small Business 401(k) Provider in the Industry


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Ubiquity BBB Business Review





Why Your Clients Will Value Ubiquity

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Industry Pioneers

For over 23 years, we have helped thousands of small/medium businesses and hundreds of thousands of savers. As one of the first flat-fee-for-service SMB plan providers in the industry, Ubiquity delivers peace of mind with zero hidden fees.

Easy online set up.

Top-Rated Client Servicing

Increase client retention and satisfaction through exceptional customer support from our servicing team with 95% five-star ratings1.

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Exclusive Technology

Our proprietary recordkeeping system is designed for ease of use, frictionless employee onboarding, and efficient plan management.

Let’s talk about how Ubiquity can help
you access the small and medium business
market with right-sized 401(k) solutions.
Schedule a Call

1 An evaluation has been conducted by Decimal, Inc. through its research of 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 on January 12, 2023, resulting in a better evaluation, for four similar small-business 401(k) providers in the marketplace.

2 Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan Sponsors are advised to review all service agreements with providers (e.g., investment advisors, custodians, broker-dealers) to evaluate total plan costs.

© 2023 Ubiquity Retirement + Savings
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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