Ubiquity Retirement + Savings

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

SHRM 401k Solutions by Raymond James

SHRM 401k Solutions by Raymond James

Our mission is to help your employees make meaningful progress towards their financial goals, all while saving you time and improving your fiduciary protection. Our Powerful cost comparison tool allows 401(k) providers to compete for your business with an experience that will take you just... Read More

The Plan Sponsor University

The Plan Sponsor University

The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries. The Mission... Read More

ShareBuilder 401k

ShareBuilder 401k

ShareBuilder 401k is here to help businesses and their employees save more of their money for retirement. ShareBuilder 401k brings together leading online and offline technologies with a low cost, index-based approach to investing. Our 401(k) plans are supported with fully licensed 401(k)... Read More

Products by Ubiquity Retirement + Savings

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 »

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 »

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 »

View all products »