Ubiquity provides a comprehensive range of support services for employers, employees, advisors, and TPAs.
Help Center: Our Help Center contains answers to a wide range of frequently asked questions.
Chat: After you log in to your account, select Chat and our virtual assistant can help 24/7 with common questions, or chat with a Ubiquity support representative live during regular business hours
Email: For more detailed inquiries, send us a message:
Savers / employees – Info@myubiquity.com
Sponsors / Plan Owners – Support@myubiquity.com
Simply Retirement Plan Sponsors / Plan Owners – SimplySupport@myubiquity.com
Advisor Support – PartnershipSupport@myubiquity.com
TPA and Financial Professional Support – TPA@myubiquity.com
Phone: If you have a question that needs urgent attention, call 855.401.4357. If you are with Simply Retirement and have an urgent issue, please call us at 855-700-5569.
Live Support: Monday–Friday, 6am–5pm PT
Ubiquity’s Client Onboarding Experts support you throughout the plan setup and activation process, including plan sponsor onboarding and employee enrollment.
Email: newplan@myubiquity.com
Phone: 855.910.4015.
Live Support: Monday–Friday, 6am–4pm PT
Ubiquity’s Retirement Plan Consultants have spent their careers helping small businesses choose the right goal-oriented plan at the right price.
Email: sales@myubiquity.com
Phone: 855.401.7253
Sales: sales@myubiquity.com or 855.401.7253
Client Support: support@myubiquity.com or 855.401.4357
Client Onboarding: newplan@myubiquity.com or 855.910.4015
Billing: billing@myubiquity.com or 855.401.2455
Press: press@myubiquity.com
Our consultants have an average of 10 years experience and can help you navigate the 401(k) landscape–no obligation. Our team is here when you’re ready to get started on your 401(k). Schedule a time that works for you.
Talk to Sales
Schedule a Free Consultation
Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET
© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Talk to Sales
Schedule a Free Consultation
Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET
© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104