Ubiquity Retirement + Savings is a rapidly growing FinTech company specializing in Human Capital Management (HCM), Software as a Service (SaaS), and robo-HCM solutions. The firm focuses on providing innovative retirement plans, including 401(k), Safe Harbor 401(k), and Solo 401(k) options, catering to both businesses and self-employed individuals. Their offerings are designed to maximize contributions while ensuring compliance with nondiscrimination testing requirements.
Ubiquity stands out for its low-fee 401(k) plans, which are integrated seamlessly with financial advisors and other partners. The firm's investment philosophy centers on delivering cost-effective, tax-advantaged retirement solutions that benefit both employers and employees. Ubiquity's value-add services include comprehensive support through their Help Center, FAQs, and a range of resources aimed at simplifying retirement planning for their clients.
