Adam Bush, QKA, AIF®
Retirement Plan Consultant

Adam brings over 10 years of retirement services sales experience with companies such Ascensus, Newport Group, Truist Bank, and Fidelity Investments. He’s passionate about partnering with small business owners and their financial advisor to find the best retirement plan solution for their business. He holds designations of Accredited Investment Fiduciary® (AIF) and Qualified 401(k) Administrator (QKA) and a bachelor’s degree in business from the University of North Carolina – Chapel Hill. Adam can’t wait to help you reap the benefits of a small business retirement plan designed just for you.

Book time with me    Call me now    Email me

Let's connect on LinkedIn
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I’m here to help with:

401(k) plan
new sales

Maximizing your Secure 2.0 savings

Qualifying for
tax credits

Expanding your 401(k) plan opportunities

“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.”

- Christina G.

Ubiquity is the #1-Ranked Small Business 401(k) Provider¹


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Why Choose Ubiquity

Low Cost + Flat Fees

Avoid hidden fees with a low-cost 401(k) plan created specifically for small business.

True Open Architecture

You decide what’s best for your small business and we’ll handle the rest. Craft an investment lineup from our universe of over 30,000 mutual funds and ETFs or select optional 3(38) fiduciary services from one of our trusted partners to help reduce liability and cut down your workload.

Established Expertise

Ubiquity has a 24-year track record of profitably serving the small business 401(k) market and a proven, fully-owned proprietary technology platform.

Dedicated Support

Report generation, ongoing administrative assistance, and more, all provided by your dedicated advisor support team with an average tenure of 15-20 years’ industry experience.

¹An evaluation has been conducted by Decimal, Inc. through its research of independent customer reviews on Google, Trustpilot, and the Better Business Bureau as reported by unaffiliated contributors on or before September 30, 2022, with a revaluation date on January 12, 2023, resulting in a better evaluation, for four similar small-business 401(k) providers in the marketplace.

Disclaimer: Ubiquity is not a registered investment advisor and no portion of the material herein should be construed as legal or tax advice. Please consult with your financial planner, attorney and/or tax advisor for advice.

© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357

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© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357

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