Aisha C.
Great Service
Hi, I really enjoyed my experience working with Doug. He is so very helpful and he provided me with excellent service. I am very grateful that I received him to help me and he makes me happy that I work with Ubiquity.

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
Aisha C.
Hi, I really enjoyed my experience working with Doug. He is so very helpful and he provided me with excellent service. I am very grateful that I received him to help me and he makes me happy that I work with Ubiquity.
Lori M.
I am in the process of getting our employees set up in our new 401k plan with Ubiquity. I have been working with VJ Chanco and Kristen Cornell. They have both been wonderful- professional, courteous, pleasant and helpful and patient! Much appreciated!
Grace
I like that I can talk to someone whenever I need assistance. Tony is very helpful and takes the time to explain and answer questions. I appreciate everyone’s help especially when I’m quite new at the company.
A L.
Doug has always been very helpful and positive when I've called for assistance with our account. I appreciate that he has gone beyond what typical reps at other companies will do by providing additional information and follow-up. It is a pleasure working with Doug!
Holly W.
Tony with Ubiquity is extremely helpful! I have always had an easy time with my 401(k) plan, but today, as some questions came up, I called in and spoke to Tony and he walked me through the website to help answer other questions that I have had for a while! His knowledge and kindness were so appreciated! Ubiquity makes 401(k) administration so simple!
Tasia M.
I have been very impressed with the responsiveness of everyone involved with onboarding. The team has also been very knowledgeable and the onboarding review call and zoom ability to screen share was so helpful. We worked with VJ for the onboard and set up process and he was incredibly patient and knowledgeable.
LN
I was looking for 401(k) education materials to share with my team and Ubiquity offered to hold a complimentary education meeting. Mich Wells was very thorough in her walk through of all the 401(k) options and Ubiquity's portal. It was very informative. Their support team is very responsive and knowledgeable as well.
Nancy F.
smooth experience