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White House Retirement Plan Budget Proposal Buzz Fizzles Flat with Experienced Pros



Lisa Chui is the VP of Finance + HR at Ubiquity Retirement + Savings. She is a 17-year veteran and expert in Silicon Valley finance with an emphasis in disruptive technology and start-ups. She began her career in marketing finance and later moved into the tech sector before venturing into Private Equity. Lisa currently heads up both the finance and HR functions at Ubiquity and spends her days budgeting, forecasting, recruiting and ensuring our employees are happy and engaged. She is excited to help propel Ubiquity’s growth through human capital, profitability, and innovation.


February 2, 2016 at 12:31 pm


Kate Crowther, Director of Government Relations at Ubiquity Retirement + Savings, spoke to about the White House’s retirement plan budget proposal.

“The issue isn’t availability in the marketplace,” says  Crowther, “the issue is availability in the workplace. Similar to health insurance, retirement savings has traditionally been linked to employment. Without retirement savings access within the workplace, employees are not likely to enroll in a plan on their own.”

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