Great
238 reviews
Ubiquity Retirement + SavingsHonesty, pricing, process and quality scores appear once 5 customers have rated them.
Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures.They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide.Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are customizable, simple, and affordable.
Ubiquity Retirement + Savings (myubiquity.com) has 238 customer reviews on Rated Honest, with an average rating of 4.3 out of 5.
Showing 193 reviews with 5 stars · Clear filters
Karolyn
Posted
Thank you! The experience has been Great. Very quick in responding to an item I needed help with. I always appreciate being able to get a hold of someone in an easy manner and having the first person I talk to able to solve the problem.
Jeff
Posted
Any time I've talked with Ubiquity it was a smooth call. They have great skills in communication, friendly, and knowledgeable. This call was no different but Eva made the experience even better. She is a great asset to the company.
Cameron C.
Posted
Gabriel was so pleasant and easy to understand. He was very, very helpful answering all my questions succinctly and clearly.
MICHAEL C.
Posted
Thank you! Ubiquity, experience has been Great, Very Professional! Appreciate the Q&A.
M.R. H.
Posted
I just processed a roll over. Eva was on the phone with my advisor and myself as we processed the transaction. She was very nice, professional and courteous. Everything went smoothly and efficiently. Thank you!
Laurie D.
Posted
Today I called into Customer Service and got some great assistance from Christopher Holden. Ubiquity and my payroll provider are now in sync! He helped me understand the great news communicated in too much detail in a prior email. He also helped me learn how to make an off cycle contribution for myself. Such great assistance!!
Michael J. Q.
Posted
Thank you Ms. Darla Fulmer for your prompt and knowledgeable response to my inquiry regarding our Federal Form 5500 requirement!
Julia L.
Posted
This is the first time I've contacted Ubiquity. Chris Holden was extremely helpful, courteous and professional with great patience in resolving an issue related to Form 5500 filing.
