Recommended Retirement Providers

Want to invest in your employees or your own financial future? Then establishing a retirement plan like a 401K is the first step. After many months of research, we are excited to have these 401K partners join our ODsonFinance community for the most affordable plan, low cost index fund choices, excellent customer support and well-known reputation! 

Disclosure: Some of the links below are paid sponsors of this website. These recommended resources are heavily vetted and researched by us. We are extremely selective on who we want as sponsors because your trust in us is so vital for ODsonFinance to succeed. If you have feedback or concerns, please don't hesitate to contact us.

Employer 401K and Solo-401K

Ubiquity Retirement + Savings Small Business 401(k) Plans


Ubiquity Retirement + Savings is dedicated to making sure your 401(k) plan is tailored to meet your retirement goals. Over our 2 decades, we have helped 10,000 small business clients save over $2.5 billion towards their retirement. We also help clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees. In addition to being fixed fee, Ubiquity is investment agnostic, empowering small business clients and their financial professionals to act in their own best interests. 


Jason Gross, AIF®, CRPC® is a Senior Retirement Plan Consultant at Ubiquity Retirement + Savings who excels at assisting clients to achieve their business goals by developing and implementing successful retirement plan solutions. After spending nearly two decades in the retirement industry, Jason has routinely shared his expertise with institutions, financial advisors, and other retirement professionals for use with their client base. Jason specializes in retirement plans with a concentration in defined contribution while also maintaining a basic knowledge of employee benefits.


Location Requirements: Eligible in all States.


Contact: Jason Gross, AIF®, CRPC®at jgross@myubiquity.com  or schedule online for a free consultation 

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