Ubiquity Retirement

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Ubiquity Retirement + Savings, has helped savers contribute over $1.5 billion towards their retirement since 1999. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden-fees in the fine print. We're here to demystify retirement, and to strip jargon out of the conversation,we’re extreme retirement enthusiasts and future-you champions. We know that one size does not fit all. That’s why we've got options for you and real people to help. Your retirement security and health are our everything. As the original flat-fee provider, Ubiquity empowers you to save more – 100% online – and with people when you need them, coast-to-coast.

TypePrivate
Founded1999
HQSan Francisco, US
Websitemyubiquity.com
Employee Ratings4.5

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Latest Updates

Employees (est.) (May 2020)90(-1%)

Key People/Management at Ubiquity Retirement

Chad Parks

Chad Parks

CEO + Founder
Mary Torgerson

Mary Torgerson

Chief Operations Officer
Andrew Meadows

Andrew Meadows

SVP of HR, Brand, + Culture
John Farmakis

John Farmakis

SVP of Business Growth
Ken Simons

Ken Simons

General Manager, Paradigm™
Bill Minogue

Bill Minogue

VP of Operations
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Ubiquity Retirement Office Locations

Ubiquity Retirement has an office in San Francisco
San Francisco, US (HQ)
1160 Battery St, San Francisco
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Ubiquity Retirement Financials and Metrics

Summary Metrics

Founding Date

1999

Ubiquity Retirement total Funding

$20 m

Ubiquity Retirement latest funding size

$19 m

Time since last funding

a year ago
Ubiquity Retirement's latest funding round in March 2019 was reported to be $19 m. In total, Ubiquity Retirement has raised $20 m
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Ubiquity Retirement Online and Social Media Presence

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Ubiquity Retirement Company Culture

  • CEO Rating

    A-

    80/100

  • Compensation

    C-

    63/100

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Ubiquity Retirement Blogs

How Does the CARES Act Work for Small Businesses

President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. Part of the bipartisan spending bill throws a lifeline to small businesses looking to remain afloat during the economic freefall caused by the COVID-19 pandemic. Expanded Unemployment In…

Retirement Plans for Individuals

Many Americans tend to live for just today. While “Carpe Diem” sounds good in theory, this ethos can interfere with your quality of life in the long run, after years of spending with reckless abandon catch up with you. And too many Americans have NO retirement savings nest egg whatsoever. This is a …

Retirement Plans for Small Business Owners

It is commonplace for small business owners to forgo setting up retirement plans for their employees. These proprietors list myriad reasons for this, including the perceived expense, limited administrative resources, and lack of employee interest. However, this trend is changing. Plan providers who …

Coronavirus Aid, Relief, and Economic Security Act: What Small Business Owners Need to Know

Here at Ubiquity Retirement + Savings, our heart goes out to our fellow members of the small business community as we all deal with the impacts of the ongoing global health challenge and market volatility. As we navigate this challenging time together, we’re committed to providing you with informati…

How Important is it to Have an Online 401k Provider?

An online 401k offers small businesses many advantages, including payroll integration, lower plan sponsor costs, lower employee costs, and easier employee onboarding. Your small business and employees may both benefit by switching from your traditional 401k to a more flexible 401k offered by an onli…

The Small Business Owner’s Guide to Financial Wellness

Small business owners face unique financial challenges. In addition to managing your own finances, you must also focus on your employee’s financial wellbeing to ensure team success. In fact, according to a 2019 John Hancock study, 55% of workers say they worry about their personal finances more than…
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Ubiquity Retirement Frequently Asked Questions

  • When was Ubiquity Retirement founded?

    Ubiquity Retirement was founded in 1999.

  • Who are Ubiquity Retirement key executives?

    Ubiquity Retirement's key executives are Chad Parks, Mary Torgerson and Andrew Meadows.

  • How many employees does Ubiquity Retirement have?

    Ubiquity Retirement has 90 employees.

  • Who are Ubiquity Retirement competitors?

    Competitors of Ubiquity Retirement include HPD LendScape, ACI Worldwide and Expensify.

  • Where is Ubiquity Retirement headquarters?

    Ubiquity Retirement headquarters is located at 1160 Battery St, San Francisco, San Francisco.

  • Where are Ubiquity Retirement offices?

    Ubiquity Retirement has an office in San Francisco.

  • How many offices does Ubiquity Retirement have?

    Ubiquity Retirement has 1 office.