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Small businesses deserve an affordable and easy-to-manage Ubiquity 401(k) plan.

Schedule Your Free Consultation below or call us: (855) 853-1441
Monday – Friday, 7:00 am – 5:00 pm PT

Meet your clients’ growing need for small business retirement savings

Ubiquity Retirement + Savings makes it easy for CPAs to broaden their offerings and bring additional value to their small business owner clients by providing simple, affordable retirement savings plans designed specifically for small businesses. You may even add to your billable services by assisting with the establishment and maintenance of a plan.

A Ubiquity Retirement + Savings™ 401(k) enables your small business clients to:

  • Tax benefits for your clients. Recent retirement legislation through the SECURE Act allows small businesses to receive up to $16,500 in tax credits for sponsoring a retirement plan with auto-enrollment
  • Many states have enacted retirement plan mandates. As a trusted advisor, you can help your clients fulfill these requirements.
  • Integrate payroll and automate their plan administration
  • Referral bonus for you. You’ll earn $250 for each small business you refer to Ubiquity that establishes and funds a new full-service plan, plus, we will also waive your client’s setup fee ($495 value)

Ubiquity Retirement + Savings™ is one of the best 401(k) companies in the U.S. and has helped over 100,000 employees contribute towards their retirement since 1999.

As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast.

Ubiquity exclusively serves American small businesses:

  • Over 10,000+ businesses, and hundreds of thousands of savers
  • Over $2.8B in retirement assets
  • Clients in all 50 states

Decades of awards and recognition:

  • 4.2 Google Star Rating
  • 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

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.


Partner with Ubiquity and help your small business, start-up, and solopreneur clients get the right 401(k) plan that fits their needs.
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“I am a new plan sponsor for my employer with Ubiquity. The friendliness of customer support was outstanding. So far, I am very impressed with Ubiquity! ”

- Alan D.

© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
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 3060
San Francisco, CA 94104
Support: 855.401.4357

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