Ubiquity Retirement + Savings

www.theonline401k.com
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Ubiquity Retirement + Savings Reviews

4.2
10 Reviews
Rating Trends
Recommend to a friend
Approve of CEO
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Chad W. Parks
6 Ratings
  • Business Development

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Business Development in San Francisco, CA
    Current Employee - Business Development in San Francisco, CA

    I have been working at Ubiquity Retirement + Savings

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    If you work for a big company, you have a Retirement Plan, and therefore a convenient way to save for Retirement. If you work for a small company, you probably don't have a Retirement Plan, so you don't save for your Retirement. That's about 40 Million People who aren't saving for themselves, and their future.

    If that sounds like a problem you'd like to solve, and you're a curious, industrious, self-motivated free thinker who can simultaneously cooperate as part of a team, then we would love to have you.

    Cons

    The same of any small & growing company: prioritizing scarce resources and organizing ourselves to meet those priorities - all while listening to what customers are telling us about their needs and our ability to meet them. It's not an environment for people who want to avoid talking with people and dealing with problems.

    Advice to Management

    I have none: Good Culture. Good work / life balance. Plenty of visibility for employees into strategy and financial circumstance. High-achievers have plenty of opportunity to find & solve interesting problems to help people better themselves. That covers it.

Ubiquity Retirement + Savings Interviews

Updated Apr 14, 2015

Interview Experience

Interview Experience

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Getting an Interview

Getting an Interview

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Interview Difficulty

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  1.  

    Director of Marketing Interview

    Accepted Offer
    Positive Experience
    Average Interview
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2+ weeksinterviewed at Ubiquity Retirement + Savings (San Francisco, CA) in February 2011.

    Interview

    I spoke with the Director of People + Culture who was an absolute joy - I actually did not proceed with another job offer based on my first encounter with her. I moved on to the CEO very quickly, and Chad and I hit it off in a hot minute. This was also over the phone. It's a very non-pretentious company, not what you would expect for the industry. Everyone is very joyful and natural - more like people you would have a beer with. That's what the interviews felt like. Having a beer with friends.

    Interview Questions

    • They asked a lot about my experience - what they are looking for is disruptive thinkers. People who can attack challenges in their area - with an open mind. They want you to be yourself, and show what that self is. It will not be your typical interview process.   Answer Question

Ubiquity Retirement + Savings Awards & Accolades

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WorldBlu List of Most Democratic Workplaces, WorldBlu, 2013
WorldBlu List of Most Democratic Workplaces, WorldBlu, 2014
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Additional Info

Website www.theonline401k.com
Headquarters San Francisco, CA
Size 50 to 149 Employees
Founded 1999
Type Company - Private
Industry Finance
Revenue $10 to $25 million (USD) per year
Competitors Unknown

Ubiquity Retirement + Savings, formerly The Online 401(k), has helped savers contribute over $1.4 billion towards their retirement since 1999. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden-fees in the fine print. The company is headquartered in San Francisco, with satellite offices from... More

Mission: Ubiquity is committed to helping people lead greater and more fulfilled lives through financial literacy and retirement preparedness. Our culture and our company are in... More

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