Ubiquity Retirement logo

Ubiquity Retirement

by Ubiquity Retirement + Savings · Since 1999
No reviews yet
Active1+ countriesCloud
Quick facts
VendorUbiquity Retirement + Savings
Year launched1999
StatusActive
Location44 Montgomery St, San Francisco, California 94104, US
Countries served1+
Languages1
Integrations76+
Free tier
Free trial
Contact sales

About Ubiquity Retirement

Ubiquity Retirement is a retirement planning software from Ubiquity Retirement + Savings that supports small businesses and self-employed individuals in managing 401(k) solutions. It provides customized plans, low-cost options, and modern resources so businesses can effectively prepare for retirement. Ubiquity Retirement has changed retirement for hundreds of thousands of employees across more than 16,000 businesses. The platform's flat-fee structure offers clarity in budgeting, while its range of resources helps users navigate the complexities of retirement planning. Key capabilities: customized 401(k) plans low-cost options modern resources user-friendly interface comprehensive support Best for: small business owners and self-employed individuals that need effective retirement solutions.

Ubiquity Retirement by Ubiquity Retirement + Savings is a comprehensive platform designed to simplify 401(k) plan administration for small and medium-sized businesses. The platform offers a cloud-based solution that eliminates the complexities of setting up, managing, and contributing to retirement plans. With its intuitive user interface and focus on automation, Ubiquity delivers a streamlined experience for employers and employees alike. By catering specifically to smaller organizations, it ensures that businesses of varying sizes can access affordable and robust retirement planning tools that rival those used by larger enterprises. The user experience is one of Ubiquity Retirement’s standout features. Its intuitive design and seamless navigation make it easy for both employers and employees to engage with the platform. Features such as online enrollment and automated contribution deductions are presented in a straightforward manner, ensuring even those with minimal technical expertise can use the system effectively. The mobile app extends this accessibility, allowing employees to monitor and manage their 401(k) plans on the go. This focus on usability reflects Ubiquity’s commitment to making retirement planning accessible and engaging for all users.

Pros & Cons

What users like
  • +• Ease of Use: User-friendly interface for both employers and employees.
  • +• Transparent Pricing: Clear and affordable pricing structure with no hidden fees.
  • +• Strong Customer Support: Responsive and helpful customer support team.
  • +• Compliance Focus: Ensures compliance with all relevant regulations.
  • +• Customization Options: Offers customizable plans to meet specific business needs.
  • +• Seamless Integration: Integrates with various payroll systems for efficient administration.
What users flag
  • • Limited Features: May not offer as many advanced features as larger providers.
  • • Customer Support Response Time: Some users have reported slower response times.
  • • User Interface: Some users have found the user interface to be confusing or difficult to navigate.
  • • Limited Investment Options: May not offer the same breadth of investment options as larger providers.

Features

Key features

• Simplified 401(k) Plans
Offers streamlined and easy-to-manage 401(k) plans for small businesses.
• Transparent Pricing
Provides clear and affordable pricing with no hidden fees.
• Customized Plans
Tailors plans to meet the specific needs of each business.
• Seamless Payroll Integration
Integrates easily with payroll systems for efficient contributions.

Additional features

• Robust Investment Options
Offers a variety of investment choices to meet diverse needs.
• Compliance Support
Ensures compliance with all relevant regulations.
• Excellent Customer Support
Provides responsive and helpful customer support.
• User-Friendly Platform
Offers a user-friendly platform for both employers and employees.
• Tax Advantages
Helps businesses take advantage of tax benefits associated with retirement plans.
• Financial Education Resources
Provides resources to help employees make informed decisions about their retirement savings.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Billed Annually

USD 19

Billed Annually

USD 37.5

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD

No reviews yet

Be the first to drop a review

Alternatives to Ubiquity Retirement

ZumanHR logo

ZumanHR

ZumanHR is a cloud‑based human resources platform designed to unify HR management, payroll processing, and…

Vimly Benefit Solutions logo

Vimly Benefit Solutions

Vimly Benefit Solutions is a benefits administration software/platform from Vimly Benefit Solutions that simplifies the…

This Is Alice logo

This Is Alice

This Is Alice is a content management platform from This Is Alice [designed for publishing…

The Retirement Analysis Kit logo

The Retirement Analysis Kit

The Retirement Analysis Kit is a financial planning software from RetireReady Solutions that helps individuals…

SureCo logo

SureCo

SureCo is a healthcare software platform from SureCo that provides services for managing patient care…

Personify Health logo

Personify Health

Personify Health is a personalized health platform from Personify Health, Inc. that enables individuals to…

Often compared with Ubiquity Retirement

Compare any two tools →
ZumanHR logo
ZumanHR
Human Resources
0.0
Vimly Benefit Solutions logo
Vimly Benefit Solutions
Benefits Administration
0.0
This Is Alice logo
This Is Alice
Benefits Administration
0.0
The Retirement Analysis Kit logo
The Retirement Analysis Kit
Benefits Administration
0.0