Ubiquity Retirement + Savings

• Support the end-to-end onboarding of newly sold 401(k) plans onto Ubiquity’s recordkeeping platform. • Execute plan setup tasks, preparing plan documents, coordinating payroll integration, and managing an active pipeline of new plan cases from contract through go-live. • Serve as the primary point of contact for plan sponsors, financial advisors, and Third Party Administrators throughout the setup process, providing proactive communication, ongoing platform education, and compliance-aware guidance at every milestone. • Manage an assigned pipeline of new 401(k) plan cases from initial contract through go-live on Ubiquity’s platform. • Draft plan documents for new clients based on their selected plan design elections. • Establish trust accounts and confirm investment elections are properly configured. • Coordinate payroll setup requirements directly with plan sponsors. • Guide plan sponsors through the process of connecting their payroll system to Ubiquity’s platform. • Monitor initial payroll submissions after go-live to confirm contributions are processing correctly. • Document payroll setup configurations and any integration issues encountered for each case. • Conduct plan setup kickoff calls to establish expectations and review the onboarding timeline. • Deliver ongoing platform education throughout the onboarding lifecycle. • Follow up in a timely and organized manner to obtain required documentation.

• Own full-cycle recruiting for Engineering and GTM • Drive end-to-end recruiting for software engineers, AEs, SDRs, Sales Managers, and Business Operations roles — from kickoff call to signed offer • Partner with hiring managers to define what great actually looks like for each role and hold the process accountable to that bar • Keep 8–12 open reqs moving simultaneously without letting candidates or hiring managers go dark • Build pipelines before you need them • Source senior engineers and quota-carrying GTM talent through LinkedIn, GitHub, niche communities, referrals, and direct outreach — not just inbound • Write outreach that earns a reply because it is specific and human, not because it hit a hundred inboxes • Maintain warm pipelines for recurring roles so we are never starting from scratch mid-quarter • Own our recruiting infrastructure • Configure and continuously improve our Lever ATS — pipeline stages, automations, scorecards, offer templates, integrations, and reporting • Maintain our job description library so every JD is current, accurate, and inclusive • Use data to drive improvement • Track time-to-fill, source quality, pipeline conversion, and offer acceptance rates and use those numbers to make real decisions • Bring market intel and compensation benchmarks to leadership so they have an honest picture of what it takes to hire right now • Represent Ubiquity well at every touchpoint • Build a candidate experience that is warm, clear, and respectful — a direct reflection of how we treat people as a company • Support our employer brand on LinkedIn and Glassdoor and help candidates understand what Ubiquity is building and why it matters

• Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), and other nondiscrimination tests • Calculate employer contributions including Profit Sharing, Safe Harbor, and New Comparability allocations • Assist with plan document amendments and provide guidance on EPCRS correction procedures • Prepare Form 5500 / 5500-SF filings and annual trust accounting • Support operational compliance across loans, distributions, terminations, and plan deconversions • Respond to compliance-related questions from internal teams and clients, interpreting plan provisions and testing results • Identify and help resolve operational compliance issues with a solutions-oriented approach • Collaborate with Compliance leadership to maintain and update SOPs and best practices

• Establishing and nurturing the client experience through direct client interactions. • Answer and route all client support questions via inbound email, phone, our CRM, SMS and chat feature. • Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions.

• We're expanding our engineering team to build the next generation of our platform. • As a Senior Software Engineer, you'll work directly with our Head of Technology and product team to design, architect, and launch complex features and systems—all while maintaining our commitment to exceptional user experience. • This is a high-impact role where your work will directly shape the financial futures of thousands of small business employees.