Partner Starter Guide
Your at-a-glance reference for Ubiquity’s brand, solutions, and partner tools, designed to help you quickly access key information and resources.
Your at-a-glance reference for Ubiquity’s brand, solutions, and partner tools, designed to help you quickly access key information and resources.
Ubiquity provides flat-fee, customizable 401(k) solutions designed to help small business owners and employees maximize savings and build the future they envision. Whether you’re a solopreneur or have a growing team, Ubiquity supports your retirement planning needs as your business evolves.
Ubiquity is an industry-leading provider of flat-fee, customizable 401(k) solutions designed for small businesses. Since 1999, we’ve helped business owners and employees keep more of their savings through expert support, a user-friendly platform, and plan features that maximize tax advantages. Whether you're a solopreneur looking to enhance your assets or have a growing team in need of competitive benefits, Ubiquity simplifies retirement planning so you can stay focused on growing your business.
Your centralized hub for curated content to support your partnership with Ubiquity. Explore resources ranging from brand materials and product overviews to retirement education and key industry updates.
Here’s what you’ll find:
Your co-branded landing page is built to showcase our partnership, highlight Ubiquity’s retirement plan features, and generate qualified leads, making it simple for clients to take the next step.
Want to spread the word about our new partnership? Below are two optional, customizable email templates you can use to make an internal announcement or share the news with your small business clients. Feel free to tailor the language to suit your brand voice and communication style.
Let your internal teams or key stakeholders know about your new partnership with Ubiquity.
Subject: Exciting New Partnership with Ubiquity Retirement + Savings!
Hi Team,
We’re thrilled to share that we’ve partnered with Ubiquity Retirement + Savings® (Ubiquity), a leading provider of 401(k) plans designed specifically for small businesses. This collaboration allows us better support clients seeking for a streamlined, affordable retirement solution.
Why Ubiquity?
Want to refer a small business?
Share this link to help them learn more:
Questions?
For internal questions, feel free to reach out to our dedicated Ubiquity contact:
We’re excited about what’s ahead and appreciate your continued support.
Best regards,
[Your Name]
Introduce Ubiquity to your small business clients and highlight how our partnership can support their goals.
Subject: Exciting News: We’ve partnered with Ubiquity Retirement + Savings!
Hi Team,
We’re excited to share that we’ve partnered with Ubiquity Retirement + Savings® (Ubiquity), a leading provider of 401(k) plans tailored for small businesses. Through this collaboration, we’re able to connect our clients with retirement solutions that are simple, cost-effective, and built for growth.
What you can expect from Ubiquity:
Want to learn more?
Thank you for your continued trust in us.
Best regards,
[Your Name]
Ubiquity will send you a quarterly payment for total marketing fees earned, typically within 45 business days after the end of each calendar quarter. Along with your payment, you’ll receive a detailed report outlining the fees earned.
You’ll also receive a quarterly report listing any client accounts that signed up for Ubiquity’s services through your referral. This includes key details like the account name, address, main point of contact, referral date, and service start date (if applicable).
For more details, please refer to your Ubiquity Partnership Agreement or connect with your dedicated point of contact.
