About Us

Building better financial 
futures—together

Ubiquity Retirement + Savings helps small businesses offer 401(k) plans that are flexible, affordable, and built to grow with teams. 

Our Story

Since 1999, we’ve been challenging the retirement status quo 

We're more than just a provider, we're a partner in building lasting legacies. Our story is woven into the success stories of the businesses we serve, and the lives that have been enriched.

Who We Are

Ubiquity was founded to fill a gap in retirement solutions for small businesses that wanted to support their people, but found existing options to be complicated, costly, or designed for larger companies. So, we built something different. 

What We Do

Ubiquity was created to give small businesses the same retirement benefit opportunities as large employers, just without the hidden fees or unnecessary complexities. From day one, our focus has been on providing transparent flat pricing, flexible plan design, and support that keeps people first. 

Why We Stand Apart

Over 25 years later, our mission, values, and drive remain the same: to help employers and their teams move forward with confidence by offering 401(k) plans that are scalable and built for long-term financial success. Everything we do is upheld by innovative technology and decades of industry expertise that keep employers on track at every stage of their retirement journey. 

25
+
Years in Business
16K
+
Employers supported nationwide     
Millions
In assets saved annually
OUR PURPOSE

Ensure that everyone has access to a secure financial future

Awards

Our values

Uncompromised excellence

We take pride in our work and strive for daily improvement through our expert knowledge and resourceful problem-solving. Our achievements are propelled through our collaboration, compassion, and connection, ensuring we achieve our goals together with clients, colleagues, and vendors.

Integrity first

We commit to delivering the truth in an efficient, respectful, authentic manner. When helping our clients, we aim for transparency, ensuring they understand our actions and can depend on us. Driven by a culture of curiosity, we navigate decisions with a balance of knowledge and a deep commitment to client care.

Accountability through action

Our dedication to accountability and top-tier service means actively taking initiative to enhance our knowledge, own mistakes, and keep clients informed. Demonstrating our accountability daily, we commit to the exceptional standards our clients deserve.

Come build the future with us 

We’re driven by curious people that believe work has a purpose. If you’re committed to making a real difference for small businesses, you’ll fit right in. 

Explore Careers

Recommended resources

Article
Company News

Retirement’s New Pitch: Buy The Annuity Direct, Then Build A Plan That Lasts

Article
Company News

Millennials Aren’t Ignoring Retirement. They’re Rebuilding It.

Article
Company News

Most Small Businesses Aren't Ready for New Retirement Mandates

Your retirement journey starts here
Explore 401(k) Plans

You can also schedule a call or call (855) 401-7253 to talk to someone now