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.
238 approved reviews, newest moderated first
Tara B.
Posted
My Implementation Specialist, VJ, has been and continues to be excellent while we are getting our plan set up. He is friendly, knowledgeable and prompt with any issue we have. I look forward to working with him and the rest of the team in the future.
Dmitry S.
Posted
The worst choice of 401K manager if your employer signed up with them - lots of hidden fees, have to keep 100% invested (no cash or safe investments options if the market is going down) and rollover to IRA is a painful process where you will lose even more money.
Response from Ubiquity Retirement + Savings· Oct 29, 2018
Hi Dmitry, We understand your frustration with paying fees – nobody likes to pay someone else to handle their money. Our investment practices are standard in the 401(k) industry and our diverse fund selection includes options that fit a low-risk profile. While we do charge flat fees for our services and work hard to keep our fees low and as transparent as possible. Thanks for sharing your experience with us—we appreciate your input as we constantly try to improve the saver experience. Please email us at [email protected] if we can assist further.
Cecil H.
Posted
I bought myself nano station m5. I really liked how the Internet transmits.
Kristy B.
Posted
Doug was very helpful and quick to respond to my request. Also a fellow Iowan, it was nice to talk to him!
Janice H.
Posted
They have been awesome to deal with. Their customer support is above and beyond. I would recommend them highly. We are a small business and they have helped me with everything I need to do.
Brad G.
Posted
VJ Chanco did an outstanding job onboarding our company into Ubquity and setting up our plan. He was conscientious in following up with me, was flexible in scheduling times to speak, walked me through the entire process step by step and answered all of my questions, event those via email promptly. Very knowledgeable and patient. Excellent customer service. With VJ’s training I am comfortable and find the platform easy to use.
Lee F.
Posted
Rosie and the team was fantastic dealing with my past employer. They totally supported me in the transaction even when my past employer was pushing back at them on the calculations. Thanks Rosie!
Afa Y.
Posted
Plainly ridiculous fees. These are not presented upfront or explained. You just see randomly named fees appearing in the reports, silently going by every month unless you bother to look and find them there. Then when you've had enough, they charge $100 distribution fee to get your money out and put it somewhere else. Just plain icky.
