2 Total Companies
Pay-as-you-go, affordable, flat fee retirement plan provider for small businesses and solopreneurs. As small business retirement pioneers, Ubiquity Retirement + Savings have been around for over 20 years. Unlike our competitors, our team has decades of combined experience working specifically in retirement and with small business clients. Longevity, sustainability, and expertise matter.
CAF AMERICAN DONOR FUND - A dual qualified Donor Advised Fund for your dual US and UK taxpayer clients With over 20 years’ experience, we offer philanthropy services for dual US and UK taxpayers. The CAF American Donor Fund can help your clients maximize the value of their gifts to charitable organizations. Our service enables your clients to claim eligible US and UK tax relief on their global giv...