Ubiquity Retirement + Savings Launches Game-Changing Advisor Partner Program at NAPA 401(k) Summit

Ubiquity's New Initiative for Financial Advisors

In a bold move to enhance the small business retirement landscape, Ubiquity Retirement + Savings has unveiled its innovative Advisor Partner Program at the NAPA 401(k) Summit. This program aims to provide independent financial professionals with the necessary tools, support, and insights they need to grow their retirement plan offerings effectively.

The Importance of the Timing

As the small business retirement market experiences significant changes, particularly with the introduction of SECURE 2.0 legislation, advisors are facing an increasing number of inquiries. Many advisors, however, find themselves lacking the infrastructure and resources to cater to these evolving demands efficiently. Ubiquity's new initiative is designed precisely to address this gap, recognizing the integral role that advisors play in connecting small businesses with quality retirement solutions.

James Hobson, CEO of Ubiquity, articulated the company’s vision, stating, "Advisors are central to how small businesses access quality retirement plans — and they deserve a provider that actually invests in the relationship." The new program is not merely a reaction to market shifts but a proactive initiative aimed at empowering advisors to achieve growth while ensuring their clients receive the best possible service.

Core Features of the Advisor Partner Program

The Advisor Partner Program is built on four fundamental pillars:

1. Growth Enablement: This component focuses on providing resources that help advisors increase their retirement plan business. Ubiquity recognizes that as advisors expand their client base, they require support systems that enhance their capabilities.

2. Dedicated Partnership: Advisor relationships will be strengthened through dedicated management and support. As advisors grow their retirement books, Ubiquity aims to deepen these relationships, fostering a solid foundation for mutual success.

3. Insights and Reporting: The program offers proactive data and market intelligence, allowing advisors to stay ahead of compliance deadlines, understand client needs, and harness new market opportunities effectively.

4. Loyalty Rewards: Advisors will be recognized at every stage of their partnership, thanks to a structured rewards program that acknowledges their commitment and success.

Joining the program is straightforward, with existing Ubiquity advisors automatically included and new advisors joining upon their first plan sale. This instant inclusion underscores Ubiquity's commitment to fostering strong partnerships from the outset.

NAPA 401(k) Summit Engagement

During the recent NAPA 401(k) Summit held from April 19-21, 2026, Ubiquity had a notable presence with booth 816, where they engaged directly with advisors and industry leaders. This event serves as a key platform for Ubiquity to connect with financial professionals eager to learn more about the Advisor Partner Program. Attendees were encouraged to visit Ubiquity's booth or their website to gain further insights into this transformative initiative.

About Ubiquity Retirement + Savings

Since its inception in 1999, Ubiquity Retirement + Savings has remained dedicated to providing small business owners with innovative retirement solutions that cater to their specific needs. The company's unique approach combines advanced technology with a flat-fee cost structure, making it a favorite among small businesses seeking reliable retirement planning. Ubiquity has successfully transformed the financial futures of countless businesses and individuals, solidifying its status as a leader in the retirement space.

For more detailed information about Ubiquity’s offerings and the new Advisor Partner Program, visit myubiquity.com.