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Money Management Executive: Improving Small Business Retirement Offerings

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After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!

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April 6, 2015 at 3:35 pm
Press

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Craig Howell, VP of business development at Ubiquity Retirement + Savings, talked with Money Management Executive to discuss the future of small business and retirement.

“The country is 30 years into the 401(k) revolution and we’ve seen the 401(k) deliver some fantastic successes,” says Craig Howell. “But the 401(k) has proven kind of unsuccessful on the smaller end of the marketplace – businesses with less than 100 employees. We’re trying to stay in front of that.”

While Howell says Ubiquity is often a lone cheerleader for the 401(k) amid small businesses, the industry is closely following several state legislatures that have examined mandatory payroll deduction IRAs for companies with at least 25 employees.

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Source: Fox News

Source: Fox News