Technological Innovation Ubiquity Retirement + Savings leverages advanced technology and strategic partnerships, such as with DriveWealth, to offer diversified and accessible retirement solutions. This focus on innovation presents opportunities to introduce complementary fintech integrations or expand digital financial tools to small business clients.

Market Expansion Recent collaborations with firms like Bench Accounting Inc. demonstrate Ubiquity's commitment to making retirement planning more accessible for small businesses. Targeting similar accounting, payroll, or HR service providers could open new client acquisition channels.

Rebranding & Visibility The recent website relaunch and new branding effort ahead of the company’s 25th anniversary suggest a focus on increasing market visibility. This creates opportunities to position additional services or educational content that resonate with existing prospects aligned with their refreshed brand identity.

Financial Growth With revenue estimated between $100M and $250M, Ubiquity is a financially solid player in the small business retirement space, making it a compelling partner for cross-promotional initiatives and scalable enterprise solutions that address compliance and customization needs.

Industry Leadership Ubiquity's focus on flat-fee plans and industry-led innovations positions it as a leader in the competitive benefits sector. This opens opportunities to introduce new technologies or consulting services that enhance their current offerings and support their growth trajectory.