Jabig
Maria Alas was super helpful in…
Maria Alas was super helpful in getting my 2 way authentication set up and getting access to my account. The whole experience was seamless. Thank you for genuineness

Since 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
Jabig
Maria Alas was super helpful in getting my 2 way authentication set up and getting access to my account. The whole experience was seamless. Thank you for genuineness
Philip B.
I would like to take a moment to recognize Victoria for the outstanding support she provided while assisting me with my Ubiquity account. Victoria demonstrated a high level of professionalism throughout our interaction, paired with a genuinely kind and helpful demeanor that made the entire experience seamless and reassuring. It is not often that customer service feels both efficient and personable, but she struck that balance effortlessly. I also want to highlight the importance of being able to connect with a U.S.-based customer service representative. That factor alone can often determine whether a client chooses to remain with an organization or take their business elsewhere. In this case, it made a meaningful difference. Victoria’s professionalism and positive spirit directly influence my confidence in the organizations I choose to engage with, including decisions related to where I place my investments. A well-deserved shoutout to Victoria in Georgia, you are a true asset to your team and your organization. Thanks for the call on 4/13/26 at 11:49AM CST
Regena A.
We have terminated our 401-K plan a couple of years ago and we still received phenomenal service from the customer success specialist Andi Reyman. She resolved our issues and followed up every step of the way! REALLY A++++++++
Larisa R.
ROBBY FORSYTHE is amazing. He is a very responsible, knowledgeable, and honest person. He explained everything regarding the UBIQUITY 401 (k) plan. He always returns emails and calls. Even now, when we aLREady participate in 401k plan but I have questions , he tries to extend himseld , to help
Darryl D.
Louie John did an outstanding job changing my login information and was very courteous and professional!
Randy C.
Gisell was so help full today. Took care of my request with ease and total professional. Thanks to Gisell
Molly Stafford M.
Great customer service on my call today. Thank you for answering my questions with knowledge, patience and kindness.
jz
Great Customer Service, questions were quickly answered.