Customized Retirement Plans for Your Small Business

“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.”

“This is, by far, the easiest 401(k) plan I've ever administered. It's perfect for small companies that want to limit their overhead time on 401(k) admin and compliance. Customer service has been excellent in every way. I've called about loans, rollover distributions, contributions, fund change notifications, compliance requirements, etc. and have always gotten a prompt, knowledgeable, and friendly response.”

“401(k) was a very daunting undertaking to start initiating in our small business, but Ubiquity has streamlined the setup process and been there every step of the way for us, so it hasn’t felt overwhelming at all.”

“The customer service has been spectacular, and their ability to work with my team to educate them on the importance of retirement savings surpasses any other provider I've used. The team is amazing and their pricing and products are better than all the other providers I compared them against.”

“As a small business owner we were seeking a cost effective way to implement a 401(k). Ubiquity has been a great solution to our problem. We have had nothing but positive, proactive and timely responses to all of our inquiries from their Client Success Specialist. Their support department has provided us with all necessary forms and instructions for rolling over existing 401(k)s. We could not be happier."

“By partnering our services, we can provide a streamlined solution that empowers employees to make decisions about consumer-driven healthcare creating a long-term plan for retirement savings.”