Samantha Moody is a seasoned Business Development Representative at Ubiquity, bringing deep expertise in 401(k) retirement savings plans and mastery of Salesforce.com. With a rich background in the financial services sector, including pivotal roles at GRP Advisor Alliance and Houzz, Samantha’s strategic acumen and dedication have established her as a trusted name in financial planning. She earned her MBA from Denver University and presently calls San Diego home.
“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.”
Protect your clients from hidden fees with a low cost 401(k) plan created specifically for small businesses and associations.
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.
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.
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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