The Fintech Fix: A look at the retirement plan record-keeping evolution

Fintech Fix Ubiquity Andrew Meadows retirement plan record-keeping evolution

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Our latest installment of Fintech Fix features Andrew Meadows, SVP of HR, brand + culture at Ubiquity Retirement + Savings. Having specialized in small business retirement plans for 20 years, Ubiquity has developed a proprietary record-keeping system to meet the specific needs of their small business clients. 

Andrew joins us to explain how major trends, such as the introduction of the SECURE Act, are putting pressure on the entire financial industry to leverage technology and ultimately create a simplified user experience for both plan sponsors and participants. This shift will lead to real-time data validation, along with greater ease in retirement plan enrollment and management. To learn more, check out the video below featuring Andrew and Gregory FCA’s Melanie Yuill!