Company Information

Get to know Ubiquity Retirement + Savings

Founded in 1999, Ubiquity pioneered the first flat-fee small business 401(k) plan. The company's mission is to empower small businesses and their employees to create a more secure financial future by providing affordable, transparent, and easy-to-manage retirement savings solutions. They offer a range of plans, including traditional 401(k)s, Safe Harbor 401(k)s, Roth 401(k)s, and SEP/SIMPLE IRAs, all administered through their proprietary online platform.

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Financial InvestmentPRIMARY
Financial Other Service
Technology Software Development

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Ubiquity Retirement + Savings

United States

Founded in

अग. 1999 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.