Alyssa Witt,  AIF®
Partner Success Manager

Alyssa supports Sales and Partnerships with our largest institutional partners. She began her career at a pension administration firm and now has over 20 years’ experience in the retirement industry, including at ING and The Hartford. She is an enthusiastic advocate of retirement plan sponsors and shares her extensive industry knowledge to educate and inspire partners. A San Francisco resident, she previously held her Series 6, 63, and Life & Health securities licenses. She holds a Master of Finance degree from the University of San Francisco. She also has an Accredited Investment Fiduciary (AIF).

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I’m here to help with:

401(k) plan
new sales

Maximizing your Secure 2.0 savings

Partnering with Ubiquity

Expanding your 401(k) plan opportunities

““I've worked with many of the mega firms to manage various financial plans for our small business, and none of them are perfect. What sets Ubiquity apart is that, on the rare occasions when there is an issue, I can get a real person on the phone right off the bat, and they will stick with me until the problem is resolved... I appreciate Ubiquity's pinpoint focus on their 401(k) product. Those huge jack-of-all-trades firms are the masters of none.”

- Andrea A.

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


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Why Choose Ubiquity

Low Cost + Flat Fees

Protect your clients from hidden fees with a low cost 401(k) plan created specifically for small businesses.

True Open Architecture

You decide what’s best for your clients 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

Prospecting 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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