Press Release

Ubiquity Retirement + Savings® Joins the Retirement Advisor Council

Issued by Retirement Advisor Council

Aug. 1, 2023

East Windsor, CT – We are pleased to announce that Ubiquity Retirement + Savings® (Ubiquity) has joined the Retirement Advisor Council as a Member-at-Large.

Ubiquity, a financial technology pioneer in small business retirement offerings, is first among the companies invited to join as a Member-at-large, a new membership category created by the Board at its April 2023 meeting, recognizing that the Council needs input from specialty firms to sustain its mission statement and advance outcomes through collaboration of service providers, investment managers, advisors, and national retirement practice leaders. Ubiquity will be represented by Mike Cohen, AIF®, Senior Partnership Manager, who will participate in four committees: Advisor Tools and Resources, Financial Literacy and Financial Wellness Promotion. Marketing and Public Relations, and Research and Strategic Issues...

“Ubiquity is honored to be selected by the Retirement Advisor Council to help the 57 million Americans still lacking access to a workplace retirement plan get the access, education and resources they need to successfully save for and plan towards their retirement,” said Cohen. “As a pioneer in the digital small business 401(k) space, we look forward to our partnership with the Retirement Advisor Council. Together, we’ll help small businesses, and their employees understand how to maximize the retirement benefits and advantages granted by the latest Secure 2.0 legislation,” Cohen concluded. 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. Follow us on LinkedIn.

About The Retirement Advisor Council

Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management.  The Council accomplishes this mission by:

• Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
• Sharing professional standards with plan sponsors who are responsible for the success of their plans.
• Providing collective thought capital to decision makers, product providers, legislators, and the public.
• Giving voice to the retirement plan advisor community
• Offering tools to evaluate advisors to ensure the quality of services provided.

Find out more about the Retirement Advisor Council at www.retirementadavisor.us

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