Ubiquity Retirement and Savings

3 open remote positions

Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.

Salary Distribution 3 of 3 jobs

Benefits Overview 3 of 3 jobs

Dental (3) Health (3) Vision (3) 401(k) (2) Home Office Stipend (2) Wellness Reimbursement (2) 401(k) Match (1) Home office stipend (1) Wellness reimbursement (1)

Open Positions

Client Onboarding Analyst – New Plans

$73,000–$83,000/yr
US

  • Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
  • Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
  • Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.

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Client Onboarding Analyst – Flex

$75,000–$85,000/yr
US

  • Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
  • Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
  • Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.

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