401(k) Built For Advisors

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.

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.

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.