Introduction
Ubiquity Retirement + Savings
www.myubiquity.com/Assets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #58 | $1,997 | |||
401(k) | $1,997 | |||
403(b) | $0 | |||
457 | $0 | |||
NQDC | $0 | |||
All Other | $0 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #48 | 124,168 | |||
<$10MM | 124,168 | |||
$10MM – $50MM | 0 | |||
>$50MM – $200MM | 0 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
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New client restrictions | Small business retirement plans only (i.e., 401(k), IRAs, Single(k), etc.); maximum of 200 employees |
Multiple service models | Yes |
Offers corporate trustee services | No |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | Not reported |
Participant Services | |
---|---|
Call center hours | Weekdays: 11 a.m. - 8:30 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Proprietary system |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |