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
Brittany
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!!
Shawn G.
I just did a 401k healthcheck with Krystal B, and I just want to say that the healthcheck is a terrific service for customers . We have been with Ubiquity since 2013, and have had a healthcheck review of our 401k each year. We are very happy overall with the service from Ubiquity.
Angelica M.
I scheduled a withdrawal from my ubiquity account and VJ was very helpful in getting my withdrawal through. My experience with Ubiquity has been an awesome experience and VJ answered all the questions I had in a timely manner. I would recommend Ubiquity to any of my colleagues.
Melanie S.
VJ was very helpful and educated me on my options. I learned so much on my call. Very happy with the support and experience I received.
Rob S.
Great tone very helpful
Jen W.
Lots of fees. $5 a month for "account servicing". Then I was laid off due to COVID-19 and they charged me $34 for an "advisor" to approve my rollover to another account. Then $95 for a transfer fee. THEN $20 for a separate rollover of the remaining balance even though I asked for the entire amount to be transferred (the left $300 in my account for some reason). I'm out of work during a pandemic and every dollar is a big deal to me right now. Can't really afford $154 for them to write a check. Update 2 days later. I contacted them about the fee, they said the $30 fee could not be waived (it was $20 before I contacted them.) I accepted that, tried to transfer it again and the fee was back to $95 for the second transfer that should have never been needed. So it will cost me $262 for them to write 2 checks. So shady. Update 08.17.2020: They contacted me and waived the fees for the second transfer. I really appreciate the assistance and care!
We Care N.
As a new Ubiquity client working in a newly established business, I especially appreciated Tim's clear description of exactly what I needed to know. He was very reassuring!
JT
Aaron has been outstanding in working together to solve a complicated problem. His understanding the problem and creating solutions made everything go smoothly. Also today, Liz was very knowledgeable in assisting me. Every person is eager to help. Great company!