Partner With Ubiquity

Stay competitive in a growing market with the #1 SMB 401(k) provider on Google.¹

  • Innovative proprietary recordkeeping platform
  • Comprehensive client support from sales to servicing
  • Low cost + top-rated service = best value
  • Plug-n-play payroll integration
  • 23 years of serving partners

Let's grow together.

Speak with our Partnerships team today at
415.947.7313 or

Schedule a Call

Partner with Ubiquity, the #1-Ranked SMB 401(k) Provider in the Industry


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Who We Partner With:

Financial Institutions

Extend your footprint into the growing startup and small business market with little effort, zero cost to you, and co-branding/white labeling available.
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HCM and Payroll Providers

Expand your portfolio to generate new revenue and deliver an all-in-one benefits solution with small business and sole proprietor 401(k) plans.
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Ubiquity takes on the heavy lifting so your advisors can focus on serving their customers and generate revenue with a partner you can trust.
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Become a Partner

Accountants, firms, and organizations: If you’re trying to connect your clients or members with retirement plan access, you’re in the right place. Let’s connect and talk about how Ubiquity can support your efforts.

Connect with us at 415.947.7313 or Schedule a Call

Profit Sharing 401k plan Ubiquity

For Financial Advisors

Scale your business with low cost, flat-fee retirement plans for your SMB clients.
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Book a Demo

Why Ubiquity

We can help drive your revenue with little effort for your business at zero cost to you by expanding your offerings to the startup and small business market.

Exclusive Technology

Ubiquity’s proprietary recordkeeping platform along with plug-n-play payroll integration makes plan setup and ongoing management for your clients streamlined and simple. Our highly automated digital technology keeps costs down and streamlines the process, but human support is always available to assist when needed.

Low, Flat Fees²

As one of the first flat-fee 401(k) providers, we prioritize ensuring our customers understand their total cost and enabling our partners to get the best value for their clients.

Seasoned Industry Experts

From sales to servicing, you can trust our experienced subject matter experts at a company that has over 23 years of profitably serving the small business 401(k) market.

Best-in-Class Client Support

As a privately held company, we are uniquely able to keep focus on YOU and on creating superior value for your clients.

Learn more about partnering with Ubiquity today.

Schedule a Demo

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 an updated evaluation, for four similar small-business 401(k) providers in the marketplace.

² Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan Sponsors are advised to review all service agreements with providers (e.g., investment advisors, custodians, broker-dealers) to evaluate total plan costs.

© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357

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© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357

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