New Executive Team members will continue firm’s mission of providing small businesses with unique retirement plans while offering strategic support to continue growth momentum
April 18, 2023 09:00 AM Eastern Daylight Time
SAN FRANCISCO–(BUSINESS WIRE)–Ubiquity Retirement + Savings (Ubiquity), a financial technology pioneer in flat-fee1 small business retirement plans, is proud to announce the promotion of Nasrin Mazooji to Chief Operating Officer and the hiring of Mo El-Emari as SVP of Client Experience. The announcement comes on the heels of another quarter of record growth.
Mazooji has served Ubiquity as a senior executive responsible for overseeing the company’s corporate and ERISA compliance and regulatory affairs since 2013.
In her role of Chief Operating Officer (COO), she will be responsible for designing and executing strategic plans to scale Ubiquity’s operations. This new role will see her take on broader responsibilities, including overseeing the day-to-day operations of the company, ensuring that all teams work seamlessly together, and leading efforts to optimize processes and procedures for maximum efficiency.
“Throughout my 15-year career in the retirement industry, I’ve personally witnessed thousands of businesses and their employees begin the important journey of saving for their future and growing a nest egg,” said Mazooji. “In my new position, I look forward to building upon Ubiquity’s success and accelerated growth to further expand its reach in the small and mid-size business market.”
“The promotion of Nasrin during this period of immense growth throughout multiple areas of the company represents a major milestone for Ubiquity,” said Chad Parks, Founder and CEO of Ubiquity. “For the past decade, Nasrin has played a pivotal role in the evolution of Ubiquity’s infrastructure, and with her expertise, we look forward to expanding our footprint and continuing to provide transparent, trustworthy, and low-cost solutions.”
Mo El-Emari brings to Ubiquity over 25 years of experience as a consummate customer care executive with an extensive background in management of SaaS, post-sales consumer activities, reputation management, and relationship building. At Ubiquity, he will oversee the company’s growing Client Experience team providing the industry’s #1 ranked customer service to plan participants, advisors, TPAs, partners and plan sponsors.2
“We’re thrilled to have Mo join the Ubiquity family and he’s already had a positive impact on the team. He’s strengthening the bedrock of our service foundation so that the team can continue to provide the best customer service in the industry as we continue growing,” said Andrew Meadows, SVP of HR, Brand and Culture.
In Q1 2023, Ubiquity broke its sales records, experienced record-low attrition, and onboarded the largest number of financial advisor relationships, plan sponsors, and third-party administrators (TPAs) to its platform. Ubiquity also enhanced the financial advisor experience in Q1 2023, including a more detailed annual plan review, participant snapshot information, and enhanced reporting. This growth follows a successful, record-breaking 2022 for Ubiquity.
1 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.
2 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 12, 2022, and again on January 12, 2023, for four similar small-business 401(k) providers in the marketplace.
