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Wall Street Journal: A Financial Planner Branches Out Into New Business

Derek George / 25 Aug 2014

WSJ

Chad Parks was a financial planner encouraging his clients who owned small businesses to set up 401k plans for them and their employees. When he realized how small a percentage of those clients had them, and the lack of options readily available, he created Ubiquity Retirement + Savings, formerly The Online 401k to fill that void.

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© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357

© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357