Ubiquity Retirement + Savings: A Name Synonymous with Growth
Ubiquity Retirement + Savings, a prominent player in the small business retirement solutions sector, has achieved a remarkable milestone by securing a spot on the revered Inc. 5000 list for the 13th consecutive time. This accolade underscores the company's longstanding commitment to innovation and growth within the retirement industry, having demonstrated impressive progress and resilience over more than a decade.
In the latest edition of the Inc. 5000, Ubiquity climbed over 500 positions compared to the previous year, showcasing a year filled with substantial advancements. This upward trajectory signifies not only the economic rebound following recent challenges but also the company's strategic initiatives and forward-thinking leadership.
A pivotal moment in Ubiquity's journey occurred with the appointment of James Hobson as Chief Executive Officer in January. Hobson brings with him a wealth of experience from the financial services and insurtech sectors, enabling him to steer Ubiquity’s long-term strategies effectively. His leadership is part of a broader effort to deepen partnerships within the retirement ecosystem, aimed at enhancing product offerings and expanding client outreach.
To further capitalize on this momentum, Ubiquity unveiled its Advisor Partner Program at the 2026 NAPA 401(k) Summit. This program presents a suite of resources for financial advisors, including dedicated business development support, market insights, and custom rewards. The goal is to empower advisors to enhance their retirement plan practices, ultimately driving better outcomes for their small business clients.
The continual demand for flexible and affordable retirement solutions has been a driving force behind Ubiquity's initiatives, especially in light of the recent SECURE 2.0 implementation and growing state retirement mandates. These factors have led the company to evolve its offerings and position itself strategically within the market.
James Hobson emphasized the significance of this recognition, stating, “Achieving a place on the Inc. 5000 for the 13th time is a testament to the foundation Ubiquity has constructed over more than twenty years. This honor belongs to our dedicated employees, trusted clients, and valued partners who have united to enhance retirement access for small businesses nationwide.” He further remarked on the company's future, confirming that Ubiquity is committed to nurturing its legacy through innovative solutions, exceptional service, and new partnerships.
Unlike many awards that focus on single-year performance, the Inc. 5000 ranks companies by revenue growth over a three-year period, highlighting Ubiquity's adaptability in various economic environments. As Mike Hofman, editor-in-chief of Inc., noted, “Every company on the Inc. 5000 represents a story of perseverance and smart decision-making.” This recognition is not merely a financial analysis but also reflects the creativity and focus necessary to build enduring companies.
Since its inception in 1999, Ubiquity has maintained an unwavering focus on granting small business owners access to high-quality retirement plans tailored to their specific needs. By leveraging transparent flat-fee pricing, innovative technologies, and customizable 401(k) solutions, Ubiquity has empowered countless employers to offer competitive retirement benefits, aiding hundreds of thousands of Americans towards achieving long-term financial security.
Reflecting on more than two decades in the industry, Ubiquity’s mission remains clear: to continue its leadership in broadening retirement access for small businesses and assist in closing the savings gap for workers across the country. For those looking to explore Ubiquity's retirement solutions, further information can be found on their official website,
www.myubiquity.com.
About Ubiquity Retirement + Savings
Founded in 1999, Ubiquity is dedicated to transforming retirement planning for small businesses through advanced technology and unparalleled customer support, helping them achieve their financial success. Ubiquity's commitment to innovation continues to lead the charge in the retirement industry, ensuring that accessibility and affordability remain at the forefront of their services.