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

Rey
Jun 20, 2024
Thanks So much for your Attention And…
Thanks So much for your Attention And Service and Caines. really happy with your service
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Ginger
Jun 13, 2024
I had several questions for support and…
I had several questions for support and Nick was absolutely fantastic. He answered my questions and provided documentation I needed timely.
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Crystal L.
Jun 7, 2024
Resolved my issue promptly and professionally!
Resolved my issue promptly and professionally. Stayed on the phone with me to be sure my issue was completely resolved prior to ending the call. Very pleased.
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Cindy B.
Jun 7, 2024
I have found Kayleigh to be extremely…
I have found Kayleigh to be extremely intelligent, kind and patient.
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Jaime
Jun 7, 2024
Ease of use
Ease of use, great user interface, excellent customer service!
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William V.
Jun 6, 2024
Great live customer service assistance; Wonky web site applications
Great live customer service assistance. The webpage is a disaster. Tried to rollover funds from 401K to my IRRA, but I could only get a cash option and taxes had to be taken out! Couldn't figure that out, so I called. Customer service representative Ed figured it out quickly. This is my first year for a RMD, but not till December. Apparently the System has some stupid AI which was trying to force me to take the RMD first, then any additional amount. Instead, I'm doing it the old fashioned way with pen to paper on a Distribution Request Form and NOT taking an RMD in addition. Also, the investment choices just changed and there is no way to just park my money in a money market account. Not a big fan of the current investment choices either. Don't get me started on the fees either.
Response from Ubiquity Retirement + SavingsJun 6, 2024
Thank you for your feedback. We're glad to hear that Ed provided great live customer service and could assist you with your issue. We apologize for the difficulties you encountered. Your feedback is invaluable and helps us improve our services and systems. Thank you for bringing these concerns to our attention, and we appreciate your patience as we work to enhance your experience.
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Wayne
Jun 5, 2024
Yohanan: Give him a raise
I would like to write this for Yohanan. I must say that he was absolutely amazing. His customer service skills are impeccable. Yohanan was given a very difficult problem and showed that he was an amazing professional. Please give him a raise. He deserves it. I wish I could hire him at my organization.
Response from Ubiquity Retirement + SavingsJun 6, 2024
We are thrilled to hear about your exceptional experience with Yohanan. His impeccable customer service skills and professionalism truly shine. We will certainly pass on your high praise and suggestion. Thank you for choosing Ubiquity and for recognizing Yohanan's outstanding efforts!
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NICOLE MCKISSICK N.
Jun 4, 2024
AJ Saved The Day
Each one of the representatives I spoke with were very helpful. I would like to specifically give a thank you and acknowledgment to AJ. He was very knowledgeable very friendly, very professional and extremely helpful. I wish that every time I called into a company I could speak with someone like AJ as he allayed all of my frustration by staying on the phone with me to help me work through each issue. I truly appreciate his help and would love to take my coffee. 😁
Response from Ubiquity Retirement + SavingsJun 6, 2024
Thank you for your review! We are thrilled to hear about your positive experience with our team. It's especially gratifying to hear your kind words about AJ. We are proud to have such knowledgeable, friendly, and professional representatives on our team who are dedicated to providing exceptional service. We will make sure to pass on your appreciation. Knowing that he was able to alleviate your frustrations and assist you through each issue is exactly what we strive for at Ubiquity. Thank you again for sharing your experience and for choosing Ubiquity.
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