Ubiquity Retirement + Savings
63 reviews
- 1 profiles
- 2 categories
Average star rating
4.2
Serving customers since
1999
Ubiquity Retirement + Savings Reviews
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)Failed to file 5500s on time
Reasonable and flat fees made Ubiquity a smart choice
EM
Verified User in Medical Practice
Small-Business (50 or fewer emp.)Great Usability, Strong Customer Support, and Smooth Office Integration
great usability and customer support. integrated well with our office needs
NL
Nina L.
HR AdminMid-Market (51-1000 emp.)Easy-to-Use Website and Great Support
The website is very easy to use and straightforward. One feature I especially like is the error notification you get when uploading a report if it doesn’t match an employee’s contribution. Their customer support is also consistently helpful.
About
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
Website
www.myubiquity.com