Ubiquity Retirement + Savings

44 Montgomery St, 94104, SAN FRANCISCO, United States
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3.40
Based on 20 Reviews

5

60.00%

4

0.00%

3

0.00%

2

0.00%

1

40.00%
About Ubiquity Retirement + Savings

About Ubiquity Retirement + Savings Since launching Ubiquity Retirement + Savings in 1999, the company’s driving force has been to provide qualified retirement plans that meet the needs of small business owners. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. Ubiquity is a leading fintech company that is one of the first flat-fee-for-service small business plan providers in the nation. With our exclusive, best-in-class Paradigm RKS™ cloud-based platform that automates recordkeeping and plan management functions, we’re able to deliver an easy-to-use experience and peace of mind with zero hidden fees. The company is headquartered in San Francisco with satellite offices from coast to coast. Ubiquity serves thousands of American small businesses and hundreds of thousands of savers. With over $3 billion in retirement assets, Ubiquity has clients in all 50 states, delivering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! At Ubiquity, we’re dedicated to making sure you don’t get ripped off in your 401(k) plan. We’re constantly working to lower your costs and reveal hidden fees that you’d be paying at other providers. Only at Ubiquity will you enjoy the highest-rated customer service–a 95% customer satisfaction rating–with more 5-star Google reviews1 than anyone else. Visit myubiquity.com to learn more. 1 Google ratings are based on client reviews of Ubiquity Retirement + Savings products and services. Details on the methodology Google employs to calculate ratings can be found here. Rates currently displayed are as of September 30, 2022 and are based on reviews from 2014 through 2022.

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Laurie D.
GB

Excellent customer service… Today I called into Customer Service and got some great assistance from Christopher Holden. Ubiquity and my payroll provider are now in sync! He helped me understand the great news communicated in too much detail in a prior email. He also helped me learn how to make an off cycle contribution for myself. Such great assistance!!

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Brittany
GB

Great Customer Service I just wanted to mention that Krystal B is a great customer service agent. I've dealt with a handful of agents through Ubiquity before, and Krystal has been truly the most helpful, hands down! She was able to quickly and efficiently solve a problem with payroll contributions that I've been trying to get fixed for a few weeks now. She was also polite and patient and made sure everything was correct before ending the chat. Thank you Krystal B!!

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Brad Greenberg
GB

VJ Chanco did an outstanding job… VJ Chanco did an outstanding job onboarding our company into Ubquity and setting up our plan. He was conscientious in following up with me, was flexible in scheduling times to speak, walked me through the entire process step by step and answered all of my questions, event those via email promptly. Very knowledgeable and patient. Excellent customer service. With VJ’s training I am comfortable and find the platform easy to use.

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Norbert Nacu
GB

Special Thanks to Eva Castillo: MyUbiquity's Gem! Whenever I connect with MyUbiquity, it's like a breath of fresh air! Seamless interactions, zero hiccups, and a team that's not just friendly but also incredibly knowledgeable. Their professionalism shines through, and their advice. Simply top-notch! A special shoutout to Eva Castillo, who's been my go-to expert twice now. She's an absolute star! 🌟

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Andrew Benjamin George
GB

What is going on at Ubiquity What is going on at Ubiquity? I've tried every possible option to get ahold of a team member but no one ever answers or replies. Please contact me ASAP or I will be pulling my money out.

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