Ubiquity Retirement + Savings

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44 Montgomery Street, Suite 300

San Francisco, CA 94104

About Ubiquity Retirement + Savings

Since launching Ubiquity Retirement + Savings in 1999, the company’s driving force has been to provide qualified retirement plans that meet the needs of small business owners. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

Ubiquity is a leading fintech company that is one of the first flat-fee-for-service small business plan providers in the nation. With our exclusive, best-in-class Paradigm RKS™ cloud-based platform that automates recordkeeping and plan management functions, we’re able to deliver an easy-to-use experience and peace of mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast. Ubiquity serves over 10,000 American small businesses and hundreds of thousands of savers. With over $3 billion in retirement assets, Ubiquity has clients in all 50 states, delivering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions!

Visit myubiquity.com to learn more.

Competitors of Ubiquity Retirement + Savings

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CAPTRUST is an independent advisory and financial services firm founded in 1997. The primary function of our firm is to provide retirement plan advisory services to plan fiduciaries and their participants, built upon the principle that investors are best served by working with independent... Read More

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Millennium Trust Company and PayFlex have joined forces under one banner to become your devoted partner for health, wealth, retirement, and benefits. We work with both businesses and individuals to create financial services and solutions that will help you prepare for the future — and make it... Read More

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Ascensus helps people save for what matters – retirement, education, and healthcare. The firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. Ascensus supports more than 156,000 retirement plans, more... Read More

Products by Ubiquity Retirement + Savings

401(k) - Saver(k)

By Ubiquity Retirement + Savings

An Affordable, Easy-to-Manage 401(k) from the #1 ranked 401(k) provider to SMBs. With Saver(k) we do most of the work for you. Our Saver(k) offers your small business limited customization compared to our Custom(k) but has these great core features: * No Ubiquity Assets Under Management fees or... Read more »

401(k) - Safe Harbor

By Ubiquity Retirement + Savings

What is a Safe Harbor 401(k)? Safe Harbor is a way of structuring a 401(k) plan that allows small business owners to maximize their contributions while sailing safely through annual compliance tests given by the IRS. These IRS tests prove that the plan is fair for all eligible employees and... Read more »

401(k) - Reserve(k)

By Ubiquity Retirement + Savings

Your White-Glove 401(k) Plan from the #1 Ranked 401(k) provider to SMBs. This is our ultimate retirement plan and offers robust customization and dedicated, best-in-class service. Core features of Reserve(k) include: • Waived conversion fee for existing 401(k) plans outside of Ubiquity • Up to... Read more »

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