Contact Us

Client Support

 

 

 

 

 

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@mybuqiquity.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

Client Onboarding

 

 

 

 

 

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

Sales

 

 

 

 

 

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

Schedule a Free Sales Consultation

Directory

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

Speak with a Retirement Plan Consultant Today

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

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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