Support and Service

Client Support

 

 

 

 

 

Ubiquity provides a comprehensive range of U.S.–based support services for employers, employees, advisors, and TPAs.

Email: For more detailed inquiries, send us a message at support@myubiquity.com.

Phone: If you have a question that needs urgent attention, call 855.401.4357.

Live Support: Monday–Friday, 6am–5pm PT

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.

Help Center: Available after login on your Ubiquity dashboard, the Help Center contains answers to a wide range of frequently asked questions.

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

© 2023 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 300
San Francisco, CA 94104

Facebook Twitter LinkedIn YouTube

© 2023 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 300
San Francisco, CA 94104