Client
Ubiquity Retirement & Savings
Services
Paid Advertising Management
Year
2024 – Present
Ubiquity Retirement & Savings is a retirement plan provider focused on making small business 401(k) plans more affordable and easier to run through flat-fee pricing and a guided setup experience. Their plans are positioned as transparent alternatives to asset-based fee models, with options designed for different business types, including small employers and owner-only plans.
Ubiquity supports the operational side of retirement plans through digital recordkeeping and plan administration resources that help employers stay organized around ongoing plan responsibilities, including compliance and plan maintenance. They also publish an extensive education library for plan sponsors evaluating plan design, recordkeeping, and fiduciary considerations.
Learn more about Ubiquity’s 401(k) plans.
KAFURE Consulting has been Ubiquity’s growth marketing partner for the past two years, managing paid advertising across Google, Microsoft (Bing), and LinkedIn. We write all ad copy, support conversion tracking implementation, and map the customer journey to ensure attribution and reporting reflect how prospects actually move from click to consultation to closed business. From 2024 to 2025, our work helped Ubiquity double closed-won revenue from new client acquisition by improving lead quality, tightening targeting, and aligning messaging across channels.
