Paradigm RKS™: Cloud-Based Record Keeping

Paradigm Record Keeping System (RKS) was developed by Ubiquity as a paradigm shift in small-business 401k plan administration – away from cumbersome, antiquated management systems to a cloud-based, easy-to-use interface with powerful data processing behind the scenes.

Our proprietary digital record keeping enables all users to access and update retirement accounts at any time with just a few clicks, and the Paradigm platform is designed to ease the administrative burden of plan maintenance by automating much of the functionality for you.

Digital record keeping

  • 99% digital
  • Continuous UI/UX enhancements
  • Customizable, business-specific retirement plan products to support all types of businesses
    • Variety of plan types for all business sizes
    • Plug-and-play payroll integration
    • Automatic enrollment
    • Streamlined investment lineups
    • Flexible plan offerings
    • 30,000+ funds available
    • Built-in 3(38) services

Paradigm RKS offers a multitude of benefits

Small business owners, HR managers, plan sponsors, financial advisors, and participants can all enjoy a seamless, intuitive user experience that promotes ease of use.

Paradigm RKS takes work off your plate so you can focus on what you do best.

Designed to prevent confusion and lift the burden of time-consuming administrative work, many user-friendly features have been built in to help improve your experience no matter who you are:

Plan Sponsors/Small Business Owners

Financial Advisors

Participants

Determines participant eligibility

Advisor-specific portal to access dashboard, plan details, and more

Streamlined, clean interface

Manages enrollment

Add team members and assign roles/access

No confusing jargon

Provides necessary disclosure notices

Plan and participant level reporting, including Annual Plan Review

Check balance or make changes quickly and easily

Easy-to-use dashboard for payroll contribution processing

Access to each plan’s provisions and investment options

Integration with many payroll providers

Ability to add co-branding

View status of plan and of participants  

You know what’s happening with the plan and participants so you can help your clients make great choices

Learn more about how Ubiquity and Paradigm RKS can support your small business’ retirement planning needs.