Gisell was so help full today
Gisell was so help full today. Took care of my request with ease and total professional. Thanks to Gisell
Randy Cole
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Ubiquity Retirement + Savings
4.450 reviews
Last reviewed: Mar 6, 2026Do you agree with Ubiquity Retirement + Savings's TrustScore? Voice your opinion today and hear what 238 customers have already said.
myubiquity.comMember since Mar 2026
Ubiquity Retirement + Savings is an online company. Based on 50 reviews on TrustPlane, it has an average rating of 4.4 out of 5 stars. Last reviewed March 6, 2026.
Customer Reviews
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50 reviews
Great customer service on my call…
Great customer service on my call today. Thank you for answering my questions with knowledge, patience and kindness.
Molly Stafford Mastey
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Ed Zuniga is truly AMAZING
Ed Zuniga is truly AMAZING! He is always so patient and helpful in answering all of our questions and is a true ASSET to the Ubiquity Team. He has been able to answer all of our questions and is a true professional.
Whitney
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Lovely and Fast Service
Great Customer Service, questions were quickly answered.
jz
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She explained everything to me clearly…
She explained everything to me clearly to help me be more knowledgeable about an email sent
Darren Lee
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Good experience!
Had an issue with my calculations and the my rep jumped in to take care of them. It's great when a company works hard to make a happy customer! I am really happy with where I'm at and with the result of using Ubiquity.
CV
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Really Responsive Team Members
I really don't want to deal with the 401K requirements. Every time I reach out to Ubiquity I get very good team members who are very helpful and responsive.
Susan L
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Reliable customer service when you need it
The wait time before speaking to a live agent was very short. And the agent was thorough and resolved all of my questions. The email response time was pretty fast as well, I received a response within two business days.
YF
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patient and informative customer service
patient and informative customer service
Tylor Smith
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401(k) Setup Abandoned Without Warning
I engaged Ubiquity Retirement + Savings in October 2025 to set up a 401(k) plan for my medical practice.My assigned representative, Jason Gross, and I spent most of that month exchanging numerous emails and calls to meet a tight year-end setup deadline. I invested a substantial number of hours providing payroll data, plan design information, and documentation requested by Ubiquity.On October 20, 2025, Mr. Gross abruptly stopped the process after I questioned an unidentified email requesting banking information that did not appear to come from an official Ubiquity address. When I asked him to confirm whether the message was legitimate, he terminated our engagement without warning or further communication.This left the 401(k) plan incomplete and caused significant disruption and financial harm to our business, which relied on the plan being finalized before year-end for contribution and tax purposes.I am requesting that Ubiquity Retirement + Savings review this incident, acknowledge the failure of service, and provide an appropriate remedy or compensation for the time and financial loss incurred.
DJ
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Horrible customer service
Horrible customer service, wait time for your own money is ridiculously high and take too many taxes out. They send your money by wire which most banks won't even except wire transfers anymore not modern day ACH payments like everyone else. You say it was a payment issue but haven't worked for that company since May so you mean to tell me they haven't paid since then shouldn't my money have already been in a trust account . Update 11/07/2025 STILL NO PAYMENT Was approved on 10/10/2025 almost 30 days later still no payment
Crystal Hart
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Micah was very nice
Micah was very nice, friendly, and helpful. She took care of my questions and helped me completely in a timely manner.
Sharon LaRocco
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Super efficient highly recommend
Super efficient highly recommend
Edy Omar Lazo González
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Great costumers service
Great costumers service Walk me thru the process with a professional tone just top notch
Brian Gonzales
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Ubiquity Retirement are the great company
Carrie was extremely helpful with my withdrawal from 401K and took the time to answer all of my questions she was very patient with me from the start to the end. I really appreciate it.
Pornthip
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Awesome Experience
Stephan was extremely helpful and took the time to answer all our questions thoroughly. We're grateful to have him as a resource.
John
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Excellent rep
My rep was a rock star and walked me through everything
SHERYL D BAXTER
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Superb Customer Service
Every question I had was thoroughly answered. I was listened to and given the amount of time needed to make sure I clearly understood all the information he provided. Emilio went over and above by sending me emails with login links to reduce time on my end to search for it. I could not have asked for a better person to assist me. I am totally grateful!
KE
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Ubiquity is absolutely amazing
Ubiquity is absolutely amazing. Going on 15 years as a customer. Highly recommend everyone on the team. Elaina Doughty is absolutely wonderful as a client success specialist !
Mauricio Breton
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Have worked with Ubiquity since 2013
Have worked with Ubiquity since 2013, and it's been a positive experience. They have been helpful, and their product offerings have been good (and getting better) and generally affordable.
HGro
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Cite this page
According to TrustPlane, Ubiquity Retirement + Savings has a 4.4/5 rating based on 50 verified reviews as of April 2026. Source: trustplane.app/company/myubiquity-com