401(k) Built For Advisors

#1 Ranked Small Business 401(k) Provider to Advisors on Google¹

  • Built for scale: exclusive technology with flat-fee plans starting at $97/month
  • Client focused: live customer support, dedicated advisor support, advisor dashboard
  • White label: deliver a branded experience to your clients
  • Fully bundled or custom: we offer solutions based on your investment strategy.
Grow Your Practice With a Ubiquity 401(k)

Trust the only small business 401(k) provider with ​95% customer satisfaction. Call toll-free 866.259.3067 or schedule a free consultation with a retirement specialist. Get a quote in 3 easy steps:

Advisor Driven Recordkeeping Solution For SMB market

Ubiquity offers the industry’s only advisor-centric, flat fee 401(k) solution designed specifically for the startup and small business segment. Grow your revenues by delivering industry-leading small business retirement solution.

Grow your book of business

Let Ubiquity do the heavy lifting: we handle the recordkeeping, compliance, administration and servicing, while you reap the rewards—all at zero cost to you.

Integration + Customization

Showcase your value by adding custom logo to your advisor portal. Bundled or unbundled administration with true open architecture and plug-and-play payroll integration.

Unmatched Service + Expertise

Ubiquity has a proven 23+ year track record serving the small business 401(k) market. If you are considering bringing new 401(k) options to your clients, trust the longtime industry experts who have worked with thousands of financial advisors on successfully onboarding a mutual client.

Ready to meet your 2023 growth goals?

Book a Demo

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

² This percentage is based on surveys sent by Ubiquity Retirement + Savings and completed by clients of Ubiquity Retirement + Savings using specific product types.

© 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