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Ubiquity Retirement + Savings Online Security Assurance

Ubiquity’s Commitment

We understand that keeping your information secure is important, so we use multiple layers of security to protect your information including:

  • Annual third-party penetration testing on our network, systems, and processes
  • Risk assessment of each third-party utilized
  • Employee background checks and annual security training
  • Around the clock security monitoring of our operations
  • Semi-annual employee access review
  • Two-factor authentication for account validation
  • Advanced Encryption Standard (AES) with 128 bits of encryption and above, to keep our client data safe and secure every day

Ubiquity’s Assurance

Ubiquity will reimburse 100% of your retirement account losses incurred by unauthorized activity at no fault of your own exclusions apply.

Your Commitment When Using our Services

  • Use strong passwords and log in frequently (at least once every 90 days)
  • Keep your personal Ubiquity account information and/or user credentials secure and private
  • Keep your personal email account information and/or user credentials secure and private
  • Establish two-factor authentication in your Ubiquity account using a secure and private phone number that you use regularly
  • Agree to comply fully during any necessary investigation, which may include filing a police report and/or completing a notarized affidavit.
  • Notify us with an email to support@myubiquity.com or call 1-855-401-4357 if you have any reason to believe that the security of the account has been compromised.

Exclusions

The following exclusions apply to Ubiquity’s Assurance: 

  • You fail to follow your commitments listed within this policy
  • Transactions that were authorized by you, a family member, or other known parties with your permission to access your account credentials, including employers, financial advisors or authorized third parties
  • If you do not notify Ubiquity within 60 days of suspicious activity
  • Check(s) that were distributed and mailed to your address on record, or to another address at your request, that was fraudulently cashed by someone else
  • Fraudulent activity, malware, or breach of security by the plan sponsor, financial professional, or non-Ubiquity third-party administrator (TPA)
  • Unauthorized transactions that result from a compromise of your systems or the security of your employer or your employer’s service providers’ systems

For online security tips, visit the Department of Labor’s (DOL) Online Security Tips.

© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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