Ubiquity Retirement + Savings Logo

Customizable 401(k) Plans Built for Financial Advisors

Deliver a customizable, flat-fee retirement plan from the #1-ranked SMB 401(k) provider on Google¹.

  • Low cost, flat fees for your clients at zero cost to you
  • Plug-n-play integration
  • Turnkey or customizable 401(k) plans and fund lineups
  • Dedicated advisor support team

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Call us toll-free today at 866-502-6153 or schedule a free consultation.

Barron’s Top 100 RIA Firms Work With Us

Why Advisors Choose Ubiquity

Low Cost + Flat Fees


Protect your clients from hidden fees with a low cost 401(k) plan created specifically for small businesses.

True Open Architecture


You decide what’s best for your clients and we’ll handle the rest. Craft an investment lineup from our universe of over 30,000 mutual funds and ETFs or select optional 3(38) fiduciary services from one of our trusted partners to help reduce liability and cut down your workload.

Established Expertise


Ubiquity has a 23-year track record of profitably serving the small business 401(k) market and a proven, fully-owned proprietary technology platform.

Dedicated Advisor Support


Prospecting report generation, ongoing administrative assistance, and more, all provided by your dedicated advisor support team with an average tenure of 15-20 years’ industry experience.

Get our free guide to serving the small business market and help grow your portfolio.

Download our Advisor Playbook

Ubiquity is the #1-Ranked Small Business 401(k) Provider to Advisors¹

Provider

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Ubiquity

4.3/5

4.7/5

4.5/5

Why Your Clients Will Value Ubiquity

Ubiquity will handle recordkeeping, compliance, administration, and servicing so you can focus on keeping your clients happy.

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Unrivaled Service + Satisfaction

Trust your clients with established industry experts ranked as the #1 SMB 401(k) provider on Google¹.

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Plug-n-Play Payroll Integration

Our Payroll (K)oncierge team can assist with automating payroll submission to save your clients critical hours on administration and reduce clerical errors.

Low cost commitment
Low Cost + Flat Fees

Enable your clients to save more, knowing they pay the same low fee regardless of how large their nest egg grows.

Meet Your Client’s Needs With a Ubiquity 401(k) Plan

Single(k)®

For businesses with no full-time employees except the owner/spouse/partner.

Plans start as low as $18/ month

Book a Demo

Saver(k)®

Expert-picked plan provisions in one easy-to-manage package.

Plans start as low as $90/ month

Book a Demo

Custom(k)®

Business owners who want a customized plan to maximize their tax savings.

Plans start as low as $165/ month

Book a Demo

Reserve(k)®

All-inclusive flexibility with built-in security and 3(16) fiduciary services.

Plans start as low as $240/ month

Book a Demo

What Advisors Are Saying About Us

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“I have been using their online recordkeeping system for a few years now and they got it right. The simplicity of the system allows Participants, Plan Sponsors and Advisers the information they need right at their fingertips in a clean modern view. Built with an easy flat fee pricing model makes billing easy and understandable! By focusing on the right information, they have organized a system that just works for everyone.”

– Rone J. Davis, AIF®, CLU®, ChFC®, MSFS Chief Investment Officer, Daviman Financial LLC

¹ Google ratings are based on client reviews of Ubiquity Retirement + Savings products and services. Details on the methodology Google employs to calculate ratings can be found here. Rates currently displayed are as of September 30, 2022 and are based on reviews from 2014 through 2022.

© 2022 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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© 2022 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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