Ubiquity Retirement + SavingsSince 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 customizable, simple, and affordable.
Ubiquity Retirement + Savings (myubiquity.com) has 238 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · Irvine, California
Excellent
Investments & Wealth · Calabasas, California
Excellent
Investments & Wealth · Orange, California
Excellent
238 approved reviews, newest moderated first
Adam Sommers S.
After my 401k plan was terminated in 2025, I received IRS notices in 2026 that the 2024 and 2025 Form 5500s were not filed by Ubiquity. When I asked them to take care of it they had the nerve to tell me I needed to pay the late filing penalty, after charging me $495/quarter to act as as my TPA. Avoid!!! They are awful! I'll be refunded my fees for 2024 and 2025 or they will pay the penalty, dang it!
Whitney
Victoria Mobley, Client Success Specialist is AMAZING! She spent so much time working with her team and me on the phone to assist with our 5500 filing, SHE is a true assist to Ubiquity!!
KM
Timyra was great, speaking to her earlier today was very helpful. :)
JLJ
Carrie was fantastic and epitomized her title of client success adviser
Laura L.
I retired from One North Wealth Services as of 6/1 and Carrie Cline-Parker has been tireless in her efforts to process my rollover requests. I was a plan Trustee and had to be removed as such prior to being able to do the rollovers. The company owner - a fine, fine young man - in addition to being busy with client services, needed help in completing the paperwork to complete the termination and Carrie was very patient and thorough in her efforts.
Sean
Absolutely phenomenal customer service. You are not just a number like you might be with the big firms.
ANN H.
Keisha at My Ubiquity is truly exceptional. From the very beginning, she made the entire process feel effortless with her professionalism, kindness, and deep knowledge. She takes the time to explain things clearly, follows through on every detail, and makes you feel like a priority every step of the way. What really made my experience great is how consistently responsive and supportive the entire My Ubiquity team is. No matter what I needed, someone was always quick to help, and they did it with a positive attitude and genuine care. It’s rare to find a team that combines efficiency, expertise, and warmth so seamlessly. Keisha and the My Ubiquity team have set the bar incredibly high. I’m grateful for their outstanding service and highly recommend them to anyone looking for a team that truly shows up for their clients. I feel safe and secure with everyone at My Ubiquity, Stephan, Eddy, Emilio, Kelsey,
Carol T.
Keisha has been a terrific knowledge source as I have given her a lot of questions, and she always, without fail, responds promptly and competently. Additionally, Keisha even had a complicated form completed for us when it was not mandatory that she or Ubiquity do so. In this world of ours where 401K requirements and compliance change on a regular basis, I am glad Ubiquity employees Keisha and others like her, as it makes a big difference in client services!