Ubiquity

Sign up for a 401(k) plan by 5/31 and receive your first 3 months free*

Call 866.968.9198 or schedule a free consultation with a retirement expert to learn more.

401(k) Plans Designed with You in Mind

Ubiquity Retirement + Savings provides affordable 401(k) plans, designed for small businesses. Ubiquity streamlines administration and management of your retirement plan including compliance testing and payroll integration. Since 1999, Ubiquity has helped individuals save more than $2.25 billion in retirement contributions and opened retirement plans for 7,000+ small businesses—pioneering transparent, flat-fee, customizable plans for this historically underserved community. We help our clients take advantage of SECURE Act tax benefits, and features like Safe Harbor, 401(k) matching, Roth and pretax contributions, automatic enrollment, and financial wellness education for their employees.

*Simply mention this offer to a Ubiquity Retirement Plan Consultant. A one-time plan set up fee ($495) is due at signing. Offer does not apply to Single(k) plans and may not be combined with other offers (including referral credits and partner discounts). Please refer to your services agreement for more information regarding any fees associated with your plan. Ubiquity’s standard terms of service apply.

Look to the future with a plan designed just for you, starting at just $75 per month. With a Ubiquity 401(k) you can:
  • Spend more time doing what you do best–running your business instead of administering your plan.
  • Experience low-cost savings with transparent, flat fees-that don’t change with your account balance
  • NEW for 2020: Receive up to $16,500 in tax credits over three years when you open a 401k (Up to $5,000 per year, plus and additional $500 per year for automatic enrollment for the first 3 years).
  • We make government compliance easier
    Think of Ubiquity as your retirement concierge. We provide electronic participant statements; tax filing and plan document preparation; participant disclosures; annual plan notifications; IRS testing and monitoring; and eligibility notices.
  • Flexible, low-cost investment options
    Our competitors provide investment choices in which they may have a vested interest. We don’t. Ubiquity gives you investment flexibility if you want it, guidance if you need it. This investment strategy, combined with our affordable flat fees, provides the opportunity for greater savings over the long term.
  • Technology and service features
    Our intuitive technology keeps you within the guard rails of your plan, safeguarding you against errors from any manual inputs. We use technology to make life simpler, but a dedicated support team is just a phone call away if you need it.
  • Payroll Integration
    Partner integration services allow clients to spend more time doing what they do best–running their businesses instead of administering their plans.

More than a decade of awards and recognition:

  • Awarded INC 5000 fastest-growing private companies in America for 11 years in a row
  • SF Business Times’ 100 Fastest-Growing Bay Area Private Companies
  • Fortune Inner City 100, a list of the fastest-growing inner city businesses in the U.S.
  • San Francisco Business Times Top 50 FinTech companies
  • SOC 1 Compliant