Jay Jacob

Sr. Retirement Plan Consultant

Bringing his decades of experience in finance and sales to Ubiquity, Jay has been a highly valued member of our sales team for years. He delivers personalized retirement plan consultations for business owners, human resource departments and C-level executive teams from small businesses and mid-size corporations within a variety of verticals. Jay is a graduate of the University of New Orleans and lives in Florida.

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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 businesses.

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
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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