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
Allison D.
Posted
I am brand new to Ubiquity and had no idea where to start. VJ Chanco, my implementation specialist, walked me through everything. He updated my initial information and then had a log in session to show me exactly what I needed to do on a regular basis and a few extras. I would highly recommend Ubiquity for your retirement plan implementation.
Seth E.
Posted
This service charges participants an outrageous $5 per month to manage their 401k administration. This is on top of institutional management fees. And if you separate from your company that uses Ubiquity, the fees continue. If you decide you no longer wish to use Ubiquity and withdraw your money, they charge you a $95 processing fee for the privilege. Not customer-friendly. The user interface is merely OK and reporting is weak.
Response from Ubiquity Retirement + Savings· May 24, 2018
Hi Seth, We understand your frustration with paying fees – nobody likes to pay someone else to handle their money. Fees such as this are common practice in the 401(k) industry, especially among flat-fee providers that don’t charge you based on your assets. We charge flat fees for our services and work hard to keep our fees low and as transparent as possible. Thank you 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.
Diona M.
Posted
Ubiquity has excellent customer service, Amanda Cameron goes over and beyond to assist her clients. She has made my experience with Ubiquity a top-notch experience, that is why I have given her 5 stars. Thank you, others could learn from her. I was actually transferred to her, but I'm happy they did. She took ownership and got what I needed done.
Heather S.
Posted
Every time I need anything I just give them a call and they are on it. Very helpful and easy to work with.
Varun R.
Posted
I placed a distribution request for a 401(k) with an ex-employer. Rosie Teves, the associate on the phone, was friendly and knowledgable. She guided me through the whole withdrawal process and followed-up promptly over email when needed!
Mary K.
Posted
Rosie was such a pleasure to speak to. She was very helpful and I could not have asked for better customer service.
Elisha S.
Posted
Very helpful and immediate handling of request.
Daniel P.
Posted
Brilliant! completed what I needed in 5m
