At Ubiquity Retirement + Savings, we are dedicated to making sure your 401(k) plan is tailored to meet your retirement goals.

Ubiquity has helped 100,000+ savers contribute over $2.5 billion towards their retirement since 1999.
Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support.

Hear from Ubiquity’s valued clients:

More than a decade of awards and recognition:

• 2020 Wealthies Circle Award finalist
• 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
• Certified as a Freedom-Centered Workplace and has made the WorldBlu List of Most Freedom-Centered Workplaces
• PLANSPONSOR Ranking: 51

Service Organization Control (SOC) Compliant

Ubiquity Retirement + Savings is proud to announce that we have completed the requirements for a Service Organization Control (SOC) 1, type 2 Audit and Service Organization Control (SOC) 2, type 2 Audit covering our Paradigm Recordkeeping System as well as Ubiquity’s internal controls.

The SOC 1 standard covers internal controls relevant to financial reporting at service organizations. The SOC 2 standard covers internal controls relevant to security, processing integrity, along with confidentiality and privacy of the information processed by the service organization’s systems. Ubiquity’s continued investment in our audit and reporting demonstrates our year over year commitment to ensuring complete and accurate financial accounting, security, and information technology controls over our proprietary Paradigm Recordkeeping platform.