Ubiquity Retirement + Savings offers financial advisors a way to provide retirement plans to their clients. 401(k) plans through Ubiquity provide high contribution limits, tax savings for businesses and employees, and zero hidden fees. Ubiquity also supports advisors with a dedicated partnership team, webinars and training, and facilitates advisory fee processing to save advisors time. Partnering with Ubiquity allows advisors to retain existing clients, attract new ones, gain a competitive advantage, and partner with retirement savings experts who handle plan details.

1. Partner with Ubiquity Retirement + Savings®
- For Financial Advisors
Robust, competitive advantage built in
Retirement is the second most sought after employer benefit following
health. Adding Ubiquity to your service stack offers your clients greater tax
savings, higher employee retention, and a brighter future.
Ubiquity can help take your business to the next level with this low-cost
benefit that everyone needs.
Staying competitive in a growing market
The highlights of a 401(k) retirement savings plan:
● Highest possible contribution rates
Individuals may contribute up to $19,500 for 2021 (or $26,000 age 50 or
older), which is the highest limit of any retirement plan available.
● Tax savings for both the business and employee
The IRS provides short- and long-term tax credits to businesses that offer
retirement plans in the workplace. Employees also enjoy a lower taxable
income with pre-tax contributions.
● Retirement with zero hidden fees
Ubiquity offers frictionless plan management that takes minutes, not days
to maintain. We also charge a flat-fee-for-service, which means your clients
keep more of their money where it belongs — in their retirement.
The opportunity
You put your clients first. And Ubiquity puts you first.
Your own dedicated partnership team to assist you with every-
thing from changing your client investments to navigating our
intuitive online platform.
Regularly scheduled webinars are available in order to keep you
informed and trained in all things 401(k). 1:1 training is also
available to you.
To help save time and increase efficiency for your business, our
team can facilitate advisory fee processing to ensure your hard
work pays off.
We offer a free co-branded experience including your logo and
marketing message. We also have resources and tools for you
and your clients.
Partner with Ubiquity today.
Take advantage of our retirement savings expertise and services to bring a
streamlined solution to you and your small business clients.
With Ubiquity, you can:
● Retain existing clients and attract new ones
● Gain competitive advantage
● Partner with an expert who handles the details at no additional cost to you.
Contact the Ubiquity partnership team
Get started:
T: 866.615.4793
E: sales@myubiquity.com
866.615.4793
sales@myubiquity.com
myubiquity.com