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            • Ubiquity

              44 Montgomery St Ste 3060 San Francisco, CA 94104-4804

              BBB Accredited Business

            Business ProfileUbiquity

            Retirement Planning Services
            BBB accredited business

            Contact Information

            44 Montgomery St Ste 3060

            San Francisco, CA 94104-4804

            Visit Website
            (415) 477-8800

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            Customer Reviews

            2.33/5

            Average of 3 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            11 complaints closed in last 3 years

            10 complaints closed in last 12 months

            Read ComplaintsFile a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 1/8/2008

            Years in Business: 24

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            Ubiquity offers a flat fee retirement and saving service for small business plan providers.  

            Products & Services

            Express(k), Custom(k), Single(k)

            Business Details

            Location of This Business
            44 Montgomery St Ste 3060, San Francisco, CA 94104-4804
            BBB File Opened:
            11/3/2007
            Years in Business:
            24
            Business Started:
            11/1/1999
            Business Incorporated:
            2/4/2000
            Accredited Since:
            1/8/2008
            Type of Entity:
            Corporation
            Number of Employees:
            80
            Alternate Business Name
            • MyUbiquity
            • The Online 401 "K"
            • Ubiquity Retirement & Savings
            Business Management
            • Marketing Team, Marketing Manager
            Contact Information

            Principal

            • Marketing Team, Marketing Manager
            Additional Contact Information

            Fax Numbers

            • (415) 477-8801
              Primary Fax

            Phone Numbers

            Read More Business Details and See Alerts

            Customer Complaints

            11 Customer Complaints

            Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

            File a Complaint

            Most Recent Customer Complaint

            03/05/2024

            Complaint Type:
            Service or Repair Issues
            Status:
            Answered
            This company is the worst 401K company I have ever been forced to allow to hold my 401K contributions. I am forced, in order to participate in 401K and receive employer contributions, to do allow them to hold my retirement funds. UBIQUITY has repeatedly made changes to my investment choices, changing my elections as to which funds and how much I chose to invest WITHOUT my express approval. Even when I have explicitly denied them the rights to make changes. When I contact them they argue with me and refuse to reverse their unauthorized changes, costing me significant growth value and earnings and forcing me into funds that charge the highest fees. I have tried repeatedly to get UBIQUITY to address this THEFT of my money, and I have contacted my employer, the Plan Administrator - with no meaningful response. If your employer chooses this company for 401Ks, FIND A ANOTHER Employer.
            Read More
            Read 10 More Complaints

            Customer Reviews

            3 Customer Reviews

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            How BBB Processes Complaints and Reviews

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            Most Recent Customer Review

            Manish M

            01/18/2024

            I would rate this company a -10 stars. When calling the *** are reading scripts - called in 3 times no return calls - they all "apologize" and "escalate" - but nothing happens. Support email address is a black hole no response to 5 emails. This is one of the worst customer service experiences - scary that they are handling compliance and documentation for so many retirement plans. Run from this company.
            Read 2 More Customer Reviews

            Local BBB

            BBB serving the San Francisco Bay Area and Northern Coastal California

            More Info on Local BBB

            BBB Reports On

            BBB reports on known marketplace practices.

            See What BBB Reports On

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