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Transform Your Retirement with Low-Cost 401(k) Platforms



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!


March 2, 2016 at 10:20 am


Bill Ryan at DoughRoller examines how small business owners can offer a low-cost 401(k) plan through identifying the right provider.

An online search brought us to the Bogleheads forum, where we learned aboutEmployee Fiduciary and Ubiquity, – two low cost 401(k) providers.  Could it really be true?  A record keeper and third-party administrator all in one? A low base fee for plan administration and TPA services?  Vanguard index funds with expense ratios below 20 basis points?  And a focus on small businesses like ours?  Yes!

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