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Ubiquity Retirement + Savings makes it easy for tax professionals to broaden their offerings and bring additional value to their small business clients by providing simple, affordable retirement savings plans designed specifically for small businesses.
Ubiquity is a leading fintech company aiming to solve the looming retirement crisis through innovative product offerings and software solutions. Since 1999 we have helped more than 10,000 businesses contribute over $2.8 billion toward retirement savings.
Why offer Ubiquity 401(k) plans?
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 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 1 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.
Armanino is the largest California-based CPA and consulting firm and one of the top ten fastest-growing large accounting firms in the nation.