ValuTeachers Competitors

Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures. They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide. Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are fully customizable, simple, and affordable.

Diversified Investment Advisors, Inc. is a national investment advisory firm specializing in retirement plans. The company's expertise covers the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; non-qualified deferred compensation; profit sharing; money purchase; cash balance and Taft-Hartley plans; and rollover and Roth IRA. Providing comprehensive plan administration, investment and communication services for mid- to large-sized organizations, Diversified helps more than 1.5 million participants save and invest wisely for and throughout retirement. Headquartered in Purchase, NY, the company's regional offices are located in Arkansas, California, Illinois, Iowa, Louisiana, Maryland, Massachusetts, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah and Wisconsin.

Summit Group Retirement Planners was founded with the goal of serving employer's and employees as specialists in qualified retirement plans. We’ve provided among the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. We strive to create the ultimate retirement planning experience one relationship at a time. We are a CEFEX Certified Firm and adhere to the fiduciary best practices when serving our clients. At a macro level, we collaborate with employers on the design, installation, communication and investment over-site of their qualified retirement plans. We focus on maintaining a compliant plan, serving as 3(21) Co-Fiduciaries or 3(38) Investment Managers with the plan sponsor, and partnering with the appropriate Recordkeeper and Third Party Administrator (TPA) to create a unique personalized experience for their retirement program. At a micro level, employee education is a critical component of our service model. We help prepare employees for their eventual retirement by reviewing their deferral rates and discussing strategies to increase them over time. Providing a personalized and targeted level of service also differentiates our approach. Finally, we provide access to investments at their institutional share class, which delivers a lower cost investment program without sacrificing investment performance. Therefore, this provides a significant savings to the plan which translates to reduced fees for participants, helping them to accumulate more assets in their account.