Sam L.
Thanks
Thanks! Super helpful and fast.

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

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Excellent

Investments & Wealth · Calabasas, California
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Investments & Wealth · Orange, California
Excellent
238 approved reviews, newest moderated first
Sam L.
Thanks! Super helpful and fast.
Kathy S.
Always a pleasure working with Meli's team. Everyone is very responsive and knowledgeable. Thank you. Kathy
Hank M.
Outstanding service every time.
T. B.
Amanda Cameron is amazing! I was having issues with delivery of a rollover check from a prior retirement plan. She kept checking the status of the delivery and kept me informed every step of the way.
Carla S.
TERRIBLE SERVICE! They are very disorganized. They processed my distribution request wrong twice! I DO NOT RECOMMEND THEM. They do not care to do a good job.
Response from Ubiquity Retirement + SavingsAug 24, 2018
Hi Carla, I'm sorry you've experienced such frustration. We never want our savers to feel overlooked or not fully understood. Please send an email to [email protected] with your full name and contact information and we will work together to resolve the issue.
Andrew
Talked with Samantha Merrell - I had some questions on the logistics of how a 401k rollout would work, and she was extremely knowledgeable, helpful, and patient. A superlative experience working with her and can't say enough good things.
William
When I first joined my company I received the "Get Started" email to enroll. The link was dead-on-arrival, and the pw reset doesn't work. I tried calling them at about 3pm Eastern, during their stated business hours. Selected the appropriate choice, and was told via automated message that no one was available. Called back and selected the sales line, figuring that might get me to a human. Nope. Instead went some dude's voicemail. They also don't appear to answer emails. I wouldn't wish this company upon my employees, and now as I read below about the crazy fees charged (much worse than past 401ks), I'm wondering where that money goes. Aside from the mere existence of a webpage, I have no confirmation that this is an actual company.
Response from Ubiquity Retirement + SavingsAug 13, 2018
Hi William We hear your frustration! It sounds like we missed each other last Friday, when our office closed early for our annual growth workshop. We're sorry you missed the announcement. We want to solve your enrollment issues and we appreciate your input as we constantly try to improve the saver experience. Please send an email to [email protected] with your name and contact information or call 855.401.4357 and we'll be happy to help. Our business hours are 8:30-5 PST Monday-Friday. Thank you so much. Happy Saving!
Lauren H.
Distribution fee is absurd, considering there were two periods of “participation fees” that were incorrect charged to my account. Find other options before strapping your employees with them.
Response from Ubiquity Retirement + SavingsJul 27, 2018
We understand your frustration with paying fees – nobody likes to pay someone else to handle their money. If we made a mistake with your charges, we want to make it right! Please send an emaill to [email protected] or call 855.401.4357 and we'll be happy to help.