Bill Minogue, VP of Major Accounts — Relationship Management
At Ubiquity, I’m responsible for onboarding external partnerships to bring new and innovative retirement solutions to the small business market. I have over 35 years of experience in the financial industry, having served in managerial roles with NSCC, CitiStreet, and ING. Let me show you why Ubiquity offers the best small business 401(k) solution in the industry — call me today!
“As a small business, it was important for us to find an affordable and responsive company to administer our retirement platform. Not only do we appreciate the reasonable and transparent fees, we have received great customer service, a user friendly web-platform, and a competitive retirement option for our employees.”
Provider
Ubiquity
4.3/5
4.5/5
4.5/5
Protect your clients from hidden fees with a low cost 401(k) plan created specifically for small businesses.
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.
Ubiquity has a 24-year track record of profitably serving the small business 401(k) market and a proven, fully-owned proprietary technology platform.
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.
¹ An 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 an updated evaluation, for four similar small-business 401(k) providers in the marketplace.
Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan Sponsors are advised to review all service agreements with providers (e.g., investment advisors, custodians, broker-dealers) to evaluate total plan costs.
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 3060
San Francisco, CA 94104
Support: 855.401.4357
© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357