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
JT
Posted
Aaron has been outstanding in working together to solve a complicated problem. His understanding the problem and creating solutions made everything go smoothly. Also today, Liz was very knowledgeable in assisting me. Every person is eager to help. Great company!
Mike T.
Posted
I have been a client for years, every time I call, I receive the best and most responsive service. I just moved one of my accounts to ubiquity because it was out performing my "personal" advisor. Thanks for helping small business like mine.
S H.
Posted
Multiple Questions, I called knowing I had two questions, which turned into four questions and Jared was able to answer all of them. I didn't need to wait on hold at all and was able to gather all of the needed information. Thank you.
Human R.
Posted
Jared F. was phenomenal. He was able to help me with my issue quickly. Hard to find employees like him many times when dealing with customer support over the phone. Ubiquity as a whole has always been a friendly company to work with and very diligent.
Vicki W.
Posted
Kelley was very helpful navigating the unusual circumstances with the PPP and payroll costs uncertainty. I wanted to be sure to reflect the exact dates covered by the Ubiquity payments, and he was clear and very helpful also I had discussed the secondary trustee with Tony (who wisely suggested it to us) awhile ago, and he reminded me of the procedure. he was great. and I appreciated the call back as I guess the phones were down when i called that day. Vicki
Susan G.
Posted
Liz was very helpful today and assisted me with my profit sharing distribution. She took time to go through each employee to make sure all of my questions were answered. She was very helpful and I was able to get all of my questions answered and completed my profit sharing distribution. Excellent service today!
MP
Posted
Shelly helped with adjustment and reviewing the whole plan very patiently.I am glad she was on the phone.
S.L.
Posted
The 5 Star rating is for a specific employee - Tim C. Before Tim got involved, I had several frustrating encounters and delays with other members of Ubiquity. Every time I called, I seemed to get a new member who didn't have a clue of my situation, and then after I explained my situation again, I would be told they didn't know the answer to my questions. Unlike those previous encounters, Tim was knowledgeable, and actually followed up on his promises to follow up. Tim understood my objectives and was active in finding solutions for my company. Ubiquity should train all its members to be like Tim.
