Rachel Weldy

Business Development Representative

I’m Rachel Weldy, a Business Development Representative at Ubiquity, and I bring extensive experience in sales processes, growth strategies, client relations, lead qualification, and end-to-end sales. Throughout my career, I have worked closely with account executives and SMBs, achieving a proven track record of success at companies like Icon Savings Plan and Empower Retirement. I’m a proud graduate of the University of Mississippi and hold a Masters degree from Louisiana State University Health Sciences Center. I currently call Denver home, where I indulge in skiing and all things related to the great outdoors. I’m excited to leverage my expertise to drive business growth and deliver exceptional results for Ubiquity and its valued clients.

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I’m here to help with:

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Partnering with Ubiquity

Maximizing Secure 2.0 savings

Helping Associations Generate Revenue

New Association Member Onboarding

“It was important for us to find an affordable and responsive company. 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.”

- Jennifer M. Patronski

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

Provider

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Ubiquity BBB Business Review

Ubiquity

4.3/51

4.6/5

4.5/5

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 and associations.

Association Revenue


Receive a lifetime of annual revenue from new member sales that your association can keep or pass on some discount to members as an association benefit.

Established Expertise


Ubiquity has a 24-year track record of profitably serving the small business and association 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 association 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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© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104

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Talk to Sales
Schedule a Free Consultation

Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET

© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104