Ubiquity Retirement + Savings Reviews | Read Customer Reviews of myubiquity.com

Ubiquity Retirement + SavingsReviews of myubiquity.com

4.3238 reviews
Investments & Wealth
44 Montgomery St, Ste 300, SAN FRANCISCO, California

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Ubiquity Retirement + Savings

About Ubiquity Retirement + Savings

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.

Also known as: myubiquity.com
Website: myubiquity.com
Category: Investments & Wealth
Location: SAN FRANCISCO, California
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 20% of reviews.
Latest: Most recent review: October 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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Ubiquity Retirement + Savings reviews

238 approved reviews, newest moderated first

Kyle W.
Jul 25, 2018
Overautomated
Customer service is bound by over automation and over reliance on automated systems. When it comes to my money I would prefer customer service in India, rather than over-reliance on automation. My preference is humans, in America, who are empowered to make decisions and take action. Ubiquity lacks this.
Response from Ubiquity Retirement + SavingsJul 25, 2018
Hi Kyle, We hear your frustration! It sounds like you didn’t feel heard and understood during your experience with our client success team. I see you called in and spoke with 2 of our U.S. based employees about a distribution request that was awaiting review by your plan sponsor. Your distribution was approved a few minutes later and is now being processed. You’ll receive those funds within the next 10 business days. Thank you for sharing your feedback with us—we appreciate your input as we constantly try to improve the saver experience. Please email us at [email protected] if we can assist further.
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Philip C.
Jul 18, 2018
Rosie is great and helped clarify something that was left out of the web site's HELP section.
Rosie, the person who helped me was great!
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Faizul K.
Jul 17, 2018
The representatives are very friendly…
The representatives are very friendly and respectful.
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Kent H.
Jul 11, 2018
We are extremely pleased with the…
We are extremely pleased with the service from Ubiquity Retirement. VJ Chanco made our onboarding experience painless, and he was very prompt in responding to inquiries after the orientation. Robby Forsythe was very knowledgeable and helpful in guiding us on choosing the right products for our needs. We experience the same level of attentiveness from other members of the customer service team.
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Happy I.
Jul 5, 2018
Best Saver Success Specialist ever!!!!
Recently emailed the "info" address due to problems with my account. Rosie Teves, the Saver Success Specialist, promptly responded to my email and quickly had me back in my account. Feeling grateful for Rosie!
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Andrea A.
Jun 15, 2018
Easy to Use + Great Value
As a small, high end services firm we placed a priority on upgrading our SIMPLE-IRA retirement offering to a 401K. After a year+ of meetings and quotes with salespeople from brick-and-mortar financial service providers, we were frustrated by the process and confused about true costs. Tony's team at Ubiquity has setting up a 401K down to a science. We love the Vanguard fund selection as an excellent value for our team; employer costs are clearly stated; the web interface is easy to use; and support is easily had. Highly recommended.
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Terry K.
Jun 8, 2018
Very Responsive!
We needed some information on some former employee's who were participants in our 401K plan and Doug Guler was very responsive to our request. He also followed up with us to be sure that we received everything that we needed and were satisfied.
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Shira
May 31, 2018
I worked with Amanda Cameron on some…
I worked with Amanda Cameron on some issues that I was having with our 401K. She was helpful by walking me through every step and didn't rush to get off the phone. She offered much guidance and support and explained details about the 401K thoroughly! I would highly recommend working with her in the future. Great patience and customer service! She g ets 5 stars!!!
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