Meet Mike Cohen, AIF®, Senior Partnership Manager

Mike Cohen, AIF®

Sr. Partnership Manager

I have been in the retirement plan and financial services industry for over 15 years. Having gotten my start as a Relationship Manager at Schwab Bank working with retirement plan advisors and independent recordkeepers to working as a National Accounts Director. I have gained exposure to and thrive working with partners across our industry to serve and identify appropriate solutions for their practices and clients. I hold an Accredited Investment Fiduciary (AIF) designation from fi360 as well as my Series 7 and 63 licensing from FINRA. I am excited to outline Ubiquity’s value proposition to you and your small to mid size business owner clients seeking a retirement plan provider for their employees.

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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

“By partnering our services, we can provide a streamlined solution that empowers employees to make decisions about consumer-driven healthcare creating a long term plan for retirement savings.”

- Jon K.

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

Provider

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Ubiquity

4.3/5¹

4.6/5

4.5/5

Why Choose Ubiquity

Low Cost + Flat Fees

Avoid hidden fees with a low-cost 401(k) plan created specifically for small business.

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.fees with a low cost 401(k) plan created specifically for small businesses.

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.

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