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With the right 401(k) solution, both the business and its employees enjoy substantial business benefits, including:
Small business owners along with their employees, can benefit personally from saving in a 401(k) plan, including:
At Ubiquity Retirement + Savings, we are dedicated to making sure your 401(k) plan is tailored to meet your retirement goals.
Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support.
Ubiquity has helped 100,000+ savers contribute over $2.5 billion towards their retirement since 1999. We help our small business clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees.
“I have never.....I mean NEVER worked with a better Customer Service Crew before and my background is Customer Service! They are all fantastic. Love, Love Love Catherine, Doug and the rest of the crew!”
Ubiquity Retirement + Savings is proud to announce that we have completed the requirements for a Service Organization Control (SOC) 1, type 2 Audit and Service Organization Control (SOC) 2, type 1 Audit covering our Paradigm Recordkeeping System as well as Ubiquity’s internal controls.
The SOC 1 standard covers internal controls relevant to financial reporting at service organizations. The SOC 2 standard covers internal controls relevant to security, processing integrity, along with confidentiality and privacy of the information processed by the service organization’s systems. Ubiquity’s continued investment in our audit and reporting demonstrates our year over year commitment to ensuring complete and accurate financial accounting, security, and information technology controls over our proprietary Paradigm Recordkeeping platform.
Armanino is the largest California-based CPA and consulting firm and one of the top ten fastest-growing large accounting firms in the nation.