At Ubiquity Retirement + Savings, we are dedicated to making sure your 401(k) plan is tailored to meet your retirement goals.
Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support.
Ubiquity has helped 100,000+ savers contribute towards their retirement since 1999. We help our small business clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees.
“This is the first time I've contacted Ubiquity. Chris Holden was extremely helpful, courteous and professional with great patience in resolving an issue related to Form 5500 filing. They then helped us resolve the issue, which required reconciliation between the first request and cancelled second request. They did a great job of ensuring we didn't do anything accidentally wrong.”
“Ubiquity actively discovered we had accidentally submitted 2 requests for employer contributions when we had meant to only send 1. They exercised good judgement in holding off in processing our second request until we were able to confirm what we wanted to do, which took us over 24 hours to respond.
They then helped us resolve the issue, which required reconciliation between the first request and cancelled second request. They did a great job of ensuring we didn't do anything accidentally wrong.”
“401(k) was a very daunting undertaking to start initiating in our small business, but Ubiquity has streamlined the setup process and been there every step of the way for us, so it hasn’t felt overwhelming at all.”
“This is, by far, the easiest 401(k) plan I've ever administered. It's perfect for small companies that want to limit their overhead time on 401(k) admin and compliance. Customer service has been excellent in every way. I've called about loans, rollover distributions, contributions, fund change notifications, compliance requirements, etc. and have always gotten a prompt, knowledgeable, and friendly response.”
“Great customer service and 401(k) option for small businesses.”
“Finally a firm and team that helps the small businesses win!”
“... Available to walk me through each process and answer any detail questions I had. Very helpful! Reliable UBIQUITY. ”
“Finally a firm and team that helps the small businesses win!”
“Each time I've called Ubiquity for assistance, their representatives have been superb. Patient, affable, helpful, and thoroughly knowledgeable.”
“I can't imagine a similar company with any more of a personal, one-on-one feel. Highly recommended.”
“I am not a 401(k) expert and the team at Ubiquity I work with has been patient, kind and are willing to help me obtain the knowledge I need to grow in my career.”
“Super knowledgeable and a pleasure to work with!”
“The customer service has been spectacular, and their ability to work with my team to educate them on the importance of retirement savings surpasses any other provider I've used. The team is amazing and their pricing and products are better than all the other providers I compared them against.”
“I've worked with many of the mega firms to manage various financial plans for our small business, and none of them are perfect. What sets Ubiquity apart is that, on the rare occasions when there is an issue, I can get a real person on the phone right off the bat, and they will stick with me until the problem is resolved...I appreciate Ubiquity's pinpoint focus on their 401(k) product. Those huge jack-of-all-trades firms are the masters of none.”
“Ubiquity solved some mistakes on the 401(k) employer contribution and within minutes. Usually when I call for customer service as plan administrator (as a busy CEO too), it is great to have a problem solved in one call and done within 5-10 minutes of calling.”
“... Amazing at answering my questions and really cared about me and my situation. I thought good customer service was gone, but not at Ubiquity!”
“Went above and beyond to help me navigate through the website... I feel so much more confident understanding the in and out of the plan and feel conformable explaining the details to the employees.”
“Couldn’t be happier. I’ve been with Ubiquity Retirement since 2012 and find the online portal very easy to use.”
“It was easier than I expected, and with her help I am making smarter choices for my future! Great customer service!”
“We are starting a small business retirement plan and Ubiquity has been excellent helping us get started. The process of creating a plan was simple and well guided. Their system is easy to use.”
“Ubiquity's customer service is superb. I get fast (and super-friendly) help every time I call. Bravo!”
“They have been awesome to deal with. Their customer support is above and beyond. I would recommend them highly. We are a small business and they have helped me with everything I need to do.”
“Outstanding service every time.”
“As a small, high-end services firm, we placed a priority on upgrading our SIMPLE-IRA retirement offering to a 401(k). 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. Ubiquity has setting up a 401(k) 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.
“By far the easiest 401(k) plan...ever!!! So simple!”
“As a small business owner we were seeking a cost effective way to implement a 401(k). Ubiquity has been a great solution to our problem. We have had nothing but positive, proactive and timely responses to all of our inquiries from their Client Success Specialist. Their support department has provided us with all necessary forms and instructions for rolling over existing 401(k)s. We could not be happier.
“I am the plan administrator for our company’s Ubiquity 401(k) plan. I wanted to take a moment to commend Tony and his team. They all are very knowledgeable and have helped me with any question I may have. I have found them friendly and easy to reach either by phone or email.”
“Excellent service. Very responsive and professional.”
“I find Ubiquity quite easy to work with. Being a small business, it is so nice to be able to call and receive help over the phone. Tony is very personable and knowledgeable. ”
“I am a new plan sponsor for my employer with Ubiquity. The friendliness of customer support was outstanding. So far, I am very impressed with Ubiquity! ”
“I was a plan participant at Ubiquity at my former company during the period when they upgraded their system. There was 100% transparent communication during the entire process. I started my own company and we are using them as our 401(k) plan administrator. The customer service has been spectacular, and their ability to work with my team to educate them on the importance of retirement savings surpasses any other provider I've used. The team is amazing and their pricing and products are better than all the other providers I compared them against.”
“Meli is amazing! Always ready to answer questions (even the silliest/smallest ones) and never makes me feel ridiculous for asking them. Additionally, she's wonderful at returning calls and really making her clients feel valued and listened to! I feel 100% secure in all things related to retirement because I know Meli has our back :)”
“I have had a major emergency due to Hurricane Harvey and have been dealing with Doug all week on phone and by email. Ubiquity is super. Kept me calm, worked with me through all the options, following up excellent service.”
“I have never... I mean NEVER worked with a better Customer Service Crew before and my background is Customer Service! They are all fantastic. Love, Love Love Catherine, Doug, and the rest of the crew!”
“By partnering our services, we can provide a streamlined solution that empowers employees to make decisions about consumer-driven healthcare creating a long term plan for retirement savings.”
“Ubiquity, goofy name, great technology! I have been using their online recordkeeping system for a few years now and they got it right. The simplicity of the system allows Participants, Plan Sponsors and Advisers the information they need right at their fingertips in a clean modern view. Built with an easy flat fee pricing model makes billing easy and understandable! By focusing on the right information, they have organized a system that just works for everyone.”
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© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104