Partner with the most proven retirement provider with a mission to serve small businesses. We boast low cost, fully customizable 401(k) plans and an innovative platform that drives growth for partners and their clients.
Access a curated selection of industry-leading solutions, educational resources, and insights that go beyond retirement planning, meeting your clients’ unique needs and support their long-term growth.
“We're excited to partner with Ubiquity to offer small businesses a seamless solution for bookkeeping and retirement planning. Together, we’re making financial management easier by reducing administrative burdens and ensuring accurate records while helping business owners optimize their retirement benefits.”
“Our partnership with Ubiquity Retirement aligns perfectly with Ceterus' mission to empower the small business entrepreneur. By offering a streamlined, affordable retirement plan option, we’re able to provide our customers with the tools they need to secure their financial future, all while continuing to focus on what they do best—growing their businesses. Together, we’re delivering greater value to franchise partners and small business owners.”
“We love partnering with Ubiquity because they share our passion for guiding optometrists to financial independence, especially given the lack of 401(k) options in our profession. Together, we can provide cost-effective, high-quality retirement solutions that empower ODs at every stage of their career.”
“Through our partnership, Ubiquity and Collective are able to provide self-employed entrepreneurs with a complete financial suite of offerings, from taxes and bookkeeping to retirement. Together, we strive to simplify your business finances.”
"Ubiquity's customer base already has retirement longevity top-of-mind. Through our partnership, we've been able to add health planning to Ubiquity's retirement service offerings."
With over 25 years of experience, Ubiquity is a leader in flat-fee, customizable retirement plans for small businesses. We have key partnerships with companies like Mass Mutual, Principal, and more that allow us to serve you more effectively. Our program helps professionals like yourself gain a competitive edge, access to our expertise in the industry, and a partner that is dedicated to growing your business alongside you.
We partner with business service providers looking to expand their offerings. Some of our current partners include Paylocity, CoverRight, and Pilot. Whether you serve small businesses, startups, or growing enterprises, our partner program can help you deliver benefits that meet your clients’ goals.
We are able to customize some aspects of partnerships and have established a process to help get a solution to market quickly and effectively. To help you, we provide streamlined onboarding, a full suite of partner resources including co-branded marketing materials and educational guides, partnership support, and more, making it simple for you to expand your offerings and stand out from competitors.
As our partner, you’ll be able to add our powerful solutions to your portfolio while creating new revenue opportunities. Along with our solutions, we customize some parts of the partnership, so you’ll be able to scale your offerings with retirement plans that have predictable pricing, flexible designs, compliance support, and much more.
Your customers get access to affordable, transparent 401(k) plans that are designed to attract and retain employees. By implementing retirement benefits, they also benefit from eligibility for tax credits and deductions, simplified compliance, and a way to strengthen their bottom line without having to spend more time and money.
