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
Sanjam
Posted
My experience with Meli is always very positive. She is always very helpful and is on the top of her work. Meli is an example of excellent customer service to her Clients. Whenever , I have any question, Meli is the name that comes to my mind - because I know she will have all the answers. She is very good at her work.
Mehmet G.
Posted
I was charged $200 for a distribution check Ubiquity did not even print my name on due to their web site issues and then they charged me another $45 dollars to reissue the check after agreeing that there'd be no charge. Then they agreed to refund the money and reissue the check again, but never sent the check. I have contacted the support center several times and I was unable to get an answer to any of my questions other than they'd check and get back to me sometime. (Literally some time soon is all they are saying.) This has been going on for about 2 months now. Update: They finally resolved the issue and sent me the check with the right payee and amount via FexEx overnight. It does not make up for the several calls, emails and waiting but it is a nice touch.
Response from Ubiquity Retirement + Savings· Feb 14, 2018
Hi Mehmet - thank you so much for your patience. Our team has ensured and confirmed that you received your distribution check 2/7 after being overnighted by our team. If there's anything else we can assist with, please send an email to [email protected] or call 855.401.4357 and we'll be happy to help. Thank you, Gerard.
Penny
Posted
Tony is the team leader responsible for our account and I have contacted him for numerous of times for different reasons. He and his team both have been very patient with my problems. They are knowledgeable with their profession and I am really happy with them.
Jackie P.
Posted
Tony and Jenn have been great to work with. We have used Ubiquity for over four years and have always relied on Tony and Jenn for advice and assistance. They are professional and accessible - they seem happy to be able to help.
Olympia W.
Posted
Tony is great! I have worked with him for a few years now and he has always answered all of my questions and makes sure to follow up and ensure that any problems were worked out.
Brenda
Posted
The 5 star rating I am leaving is for support staff - specifically "Indu". So much help and such a great attitude. Couldn't ask for a better experience. Response time was almost instant. All done via email which is my preference. Great job!
Peter D.
Posted
Great team to work with.
Fred P.
Posted
Were very helpful when I had questions or needed assistance
