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

ashok G.
Jan 3, 2025
Ed Zuniga was patient and…
Ed Zuniga was patient and knowledgeable. He explained me everything about my retirement plan, and how I can best use to help my employees. Excellent
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Max M.
Dec 18, 2024
Non-existent Customer Service
The customer service at Ubiquity is the worst (not existent) I have ever experience from any banking, wealth management, or investment institution that I have EVER experienced. I would even be happy if I got a FUNCTIONAL AI chatbot, but alas the online chat has 5 options to select and every option results in the following response: "One of our support agents will be happy to assist you with that. One moment please." However, that moment never happens, even after 3 days of having the chat window open. A working IA chat would be 10,000% better than waiting in excess of 8 days to be contacted by a human being... if you are lucky enough to be contacted back at all. If I were not locked into this by my employer plan, I would find a different company. And if I were an employer looking for someone to handle employee 401K, I would recommend you not discourage and demoralize your employees by selecting this company.
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Laraine M.
Dec 6, 2024
The Help Desk representative
The Help Desk representative, Ed, was extremely patient, knowledgeable, and very helpful in trying to help me with the RMD process. I was very lucky to have him guide me to the correct forms!!! Job well done and he deserves to be Employee of the Month!
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M F.
Jul 18, 2024
Kayleigh was exceptionally helpful and…
Kayleigh was exceptionally helpful and caring. Taking time to explain everything in detail about the new 401k pan setup. It has been a great experience with Ubiquity so far.
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Gridtential Energy, I.
Jul 11, 2024
fantastic UX, excellent personal touch
I was lucky enough to connect with Shagundeep who was extremely thorough, considerate, and genuinely eager to help me navigate through several topics that were unfamiliar to me. I learned a lot and was given specific directions to resolve my issues. Great advice with optimal efficiency.
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Jose
Jul 10, 2024
Kayleigh & the integration team are rockstars!
Kayleigh is an absolute rockstar! The experience was amazing and very easy to get started.
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Tim P.
Jul 9, 2024
Divya was knowledgeable
Divya was knowledgeable, patient, and helpful.
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Matt H.
Jul 8, 2024
Efficient and user friendly
Alli took the time to answer all my questions and made the process very easy for me.
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