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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:
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.
“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! ”
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44 Montgomery Street, Suite 300
San Francisco, CA 94104