Browsing Tag
Ubiquity
10 posts
Ubiquity Unveils Advisor Partner Program
The program aims to provide resources and support for advisors wanting to increase their client business
Ubiquity Names James Hobson New CEO to Succeed Chad Parks
Proven fintech leader will lead next phase of business growth with focus on partnership
Ubiquity Retirement + Savings Reveals Brand Redesign
Along with redesigning the logo, Ubiquity is also upgrading key retirement resources
Ubiquity Announces Record-Breaking Growth in 2022
Ubiquity Retirement + Savings says it exceeded numbers in its financial advisor, plan sponsor, and TPA relationships last year.
Corporate Roundup: New USRBP CEO, DCIIA Moves, and More
USRBP promotes president, DCIIA announces its new RRC executive director, Ubiquity partners with DriveWealth, and more.
Ubiquity CEO Comments on SECURE 2.0 Impact for Small Businesses
The small business 401(k) provider comments on the most effective provisions for small businesses wanting to offer retirement plans
What They’re Saying: Reaction to Today’s 8.7% Social Security COLA Announcement
The raise is historic, but reaction focuses largely on how the cost-of-living adjustment is calculated
Ubiquity, Paycor Team Up on Turnkey Small Biz 401k Solution
Under the partnership, Paycor will refer small businesses and startups to Ubiquity Retirement + Savings for “affordable, flat fee retirement benefit solutions”
Ubiquity Unveils Streamlined Recordkeeping Solo 401(k)
A new, full-service solo 401(k) plan with recordkeeping capabilities, 3(38) investment oversight and traditional retirement savings benefits has…
Ubiquity Introduces ESG Funds to Small Biz 401(k)s
Small business DC plan sponsors now have the opportunity to incorporate socially responsible investments into their retirement plan’s…