Paradigm Record Keeping System™ (RKS) was developed by Ubiquity as a paradigm shift in small-business 401k plan administration – away from cumbersome, antiquated management systems to a cloud-based, easy-to-use interface with powerful data processing behind the scenes.
Our proprietary digital record keeping enables all users to access and update retirement accounts at any time with just a few clicks, and the Paradigm platform is designed to ease the administrative burden of plan maintenance by automating much of the functionality for you.
Small business owners, HR managers, plan sponsors, financial advisors, and participants can all enjoy a seamless, intuitive user experience that promotes ease of use.
Paradigm RKS™ takes work off your plate so you can focus on what you do best.
Designed to prevent confusion and lift the burden of time-consuming administrative work, many user-friendly features have been built in to help improve your experience no matter who you are:
Determines participant eligibility
Advisor-specific portal to access dashboard, plan details, and more
Streamlined, clean interface
Manages enrollment
Add team members and assign roles/access
No confusing jargon
Provides necessary disclosure notices
Plan and participant level reporting, including Annual Plan Review
Check balance or make changes quickly and easily
Easy-to-use dashboard for payroll contribution processing
Access to each plan’s provisions and investment options
Integration with many payroll providers
Ability to add co-branding
View status of plan and of participants
You know what’s happening with the plan and participants so you can help your clients make great choices
Learn more about how Ubiquity and Paradigm RKS™ can support your small business’ retirement planning needs.
Provider
Ubiquity
4.3/5
4.5/5
4.5/5
¹ An 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.
© 2023 Ubiquity Retirement + Savings
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44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357
© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357