Partner with the most proven retirement provider with a mission to serve small businesses. We boast low cost, fully customizable 401(k) plans and an innovative platform that drives growth for partners and their clients.
Access a curated selection of industry-leading solutions, educational resources, and insights that go beyond retirement planning, meeting your clients’ unique needs and support their long-term growth.
“We're excited to partner with Ubiquity to offer small businesses a seamless solution for bookkeeping and retirement planning. Together, we’re making financial management easier by reducing administrative burdens and ensuring accurate records while helping business owners optimize their retirement benefits.”
“Our partnership with Ubiquity Retirement aligns perfectly with Ceterus' mission to empower the small business entrepreneur. By offering a streamlined, affordable retirement plan option, we’re able to provide our customers with the tools they need to secure their financial future, all while continuing to focus on what they do best—growing their businesses. Together, we’re delivering greater value to franchise partners and small business owners.”
“We love partnering with Ubiquity because they share our passion for guiding optometrists to financial independence, especially given the lack of 401(k) options in our profession. Together, we can provide cost-effective, high-quality retirement solutions that empower ODs at every stage of their career.”
“Through our partnership, Ubiquity and Collective are able to provide self-employed entrepreneurs with a complete financial suite of offerings, from taxes and bookkeeping to retirement. Together, we strive to simplify your business finances.”
"Ubiquity's customer base already has retirement longevity top-of-mind. Through our partnership, we've been able to add health planning to Ubiquity's retirement service offerings."
With over 25 years of experience, Ubiquity has a wealth of experience helping SMBs. We have key partnerships with Principal, Mass Mutual, and others who have sought us out for our ability to serve the micro market efficiently and effectively. By partnering with Ubiquity you establish a relationship with a firm that works to understand your business and your client's needs.
Ubiquity can customize some aspects of partnerships, but we have established an efficient process to integrate and get a solution to market timely and effectively.
In addition to a new revenue stream, you will add a new solution to your offering allowing more competitiveness and market share.
By offering an affordable 401k plan, your customers will be better equipped to attract and retain top talent, while taking advantage of Secure Act tax credits and staying in compliance with state mandates.
