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Ubiquity Retirement + Savings

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3.2 out of 5 stars
13 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.2
Serving customers since
1999

Profile Name

Star Rating

7
2
0
0
4

Ubiquity Retirement + Savings Reviews

Review Filters
Profile Name
Star Rating
7
2
0
0
4
Thane W.
TW
Thane W.
Assistant Vice President - Retirement Plan Services. United Planners Financial Services
09/16/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Easy turnkey option for small plans and startups.

|Ubiquity Retirement
I like that I can always reach my point of contact. It's a quick easy process to bring on a new client and have them complete the online paperwork.
Jonah F.
JF
Jonah F.
Investment Advisor Representative at Dolphin Wealth Management
09/12/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Flat-fee, jargon-free approach to small busines retirement plans.

|Ubiquity Retirement
No fine print hidden fees. No-nonsense retirement planning service for small businesses and their employees.
Kate R.
KR
Kate R.
07/20/2022
Validated Reviewer
Verified Current User
Review source: Organic

Simple & user-friendly 401(k) administration

|Ubiquity Retirement
Ubiquity makes the process of managing a 401(k) plan for a small organization (30-50 employees) extremely simple. Reporting contributions is easy and error-proof, their annual audit process is clear and quick, changing contribution rates or amounts for an employee is uncomplicated, and their customer service agents are very knowledgable.

About

Contact

HQ Location:
San Francisco, California

Social

@ubiquitysavings

What is Ubiquity Retirement + Savings?

Ubiquity Retirement + Savings is a financial services provider specializing in retirement plans for small businesses and self-employed individuals. They offer a range of customizable retirement solutions, including Solo 401(k) plans and SIMPLE IRAs, designed to help clients save for retirement efficiently. Ubiquity emphasizes low-cost options and user-friendly technology, making it easier for businesses to manage their retirement plans. For more information, visit their website at [myubiquity.com](https://www.myubiquity.com).

Details

Year Founded
1999