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
Katerina
Posted
I had the pleasure to deal with Doug Guler regarding our 2016 and 2017 5500 Filing in the last couple of weeks. He impressed me with his professional attitude towards the matter we were dealing with. He is efficient, pro-active and knowledgeable. Doug's effective approach made the problem resolution quick and seamless. I think Doug executed an exemplary work! Katerina.
Business M.
Posted
I'm new to my company, and I was pretty much hired and handed the reins with very little guidance. I spent a few minutes with Doug on the phone and got the friendliest, most thorough walk-through of Ubiquity and their services! I was very impressed, and Doug was helpful in answering all my questions, troubleshooting with me in real time, and even offering tips and tricks as we went. He also scheduled a follow-up call with me to make sure I had no trouble with the site as I worked. Based just on the customer service I've received from Doug, I'd recommend Ubiquity to anyone!
Virgil C.
Posted
The entire team has been very helpful! Rosie and Pam always responded to any questions/inquiries that I had almost immediately! Considering that I've never set up this type of account before it was quite easy thanks to the team that helped me.
melissa K.
Posted
I worked with Doug Guler today and was pleased with how quickly he responded with my support request, his follow up to our call, and ability to get things done! Thank you Doug!
Kellye S.
Posted
Rosie from their customer success team goes out of her way to help you out.
Kuning S.
Posted
We migrated our company 401K plan from another company to Ubiquity a couple years ago and recently we had our new company adopt our existing plan. All these were done seamlessly with the great help of Georgia Panosellis. I can’t emphasize enough how excellent she is. She worked behind the scene, prepared and dealt with all the departments within Ubiquity. When she picked up the phone and called us, everything was already in place. Thank you so much, Georgia! You saved us a lot of time and efforts. Again and again, you provided us with the best service, way over our expectation. Kuning
Aisha C.
Posted
Hi, I really enjoyed my experience working with Doug. He is so very helpful and he provided me with excellent service. I am very grateful that I received him to help me and he makes me happy that I work with Ubiquity.
Lori M.
Posted
I am in the process of getting our employees set up in our new 401k plan with Ubiquity. I have been working with VJ Chanco and Kristen Cornell. They have both been wonderful- professional, courteous, pleasant and helpful and patient! Much appreciated!
