Michael Bissett, AIF®
VP, Business Growth

Mike serves Ubiquity in the areas of Business Growth and Sales, bringing his extensive experience in sales and relationship management as well as his 40+ year history of working in the financial services and retirement industries for firms such as Fidelity, DST Retirement Solutions, and others. He is a past member of Schwab’s Trust and Custody Advisory Board. A forward-thinking, strategic planner, he is focused on revenue growth and bottom-line development. Mike holds the Accredited Investment Fiduciary® (AIF®) designation from fi360 and studied Business Administration at Eastern Nazarene College in Quincy, MA. Mike lives in the greater Boston area.

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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

“This is, by far, the easiest 401(k) plan I've ever administered. It's perfect for small companies that want to limit their overhead time on 401(k) admin and compliance. Customer service has been excellent in every way. I've called about loans, rollover distributions, contributions, fund change notifications, compliance requirements, etc. and have always gotten a prompt, knowledgeable, and friendly response.”

- Karina M.

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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