Micro Plan Solution Providers
Ubiquity Retirement + Savings
Retirement planning for small businesses. It’s all we do.
As a dedicated small business retirement plan recordkeeper, Ubiquity Retirement + Savings is committed to making sure your 401(k) plan is tailored to meet your retirement goals. Ubiquity’s mission is to empower small businesses and associations, and their employees, to create a more secure financial future and peace of mind by leveraging technology with affordable and effective retirement solutions and world-class customer support.
For over 2 decades, Ubiquity has helped over 10,000 companies, and 100,000+ employees contribute billions towards their retirement. We are pioneers in transparent, flat-fees, and a customizable savings experience. Choosing a partner in Ubiquity gives you access to exceptional technology and a tenured team of retirement experts and future-you champions. Learn more at: myubiquity.com
Jackson Avenue 401(k) Advisors
As the 3(38) Investment Manager of the ASAE Micro Plan Solution, Jackson Avenue 401(k) Advisors assumes the role of the fiduciary investment manager which is often assumed by the plan sponsor. These investment responsibilities include providing the Investment Policy Statement (IPS) for the micro plans within the ASAE Group Trust, selecting the investment options for the program in accordance with the IPS, and monitoring the investments to ensure they are appropriate for the program in both investment methodology and cost.
Beyond the investments, Jackson Avenue provides you and your employees with a trusted 401(k) professional to assist with plan design, plan set up, employee enrolment, and personalized investment advice. Jackson Avenue is a firm that is totally dedicated to servicing retirement plans. Their experience and independence enable them to obtain a true and unbiased understanding of the client’s needs and utilizes that insight to provide best fit plan design and service solutions.