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Bloomberg: Small Companies Now Have No Excuse for a Lousy Retirement Plan



After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!


May 11, 2015 at 5:30 pm


Ben Steverman, Bloomberg Business, explains small businesses–which are often ignored by the retirement plan industry–pay more for 401(k) plans due to the costs of administering the plans. These small plans often charge savers fees that are five or six times higher than for companies that are able to spread the cost over thousands of workers.

Ubiquity Retirement & Savings, offers an “Express(k),” a basic plan that charges a flat fee starting at $105 a month and a more customized plan starts at $175 a month.

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