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
Julie H.
Posted
Tony Lacher assisted me with the processing of my 2016 5500. He was very patient with me, despite me calling him multiple times to complete it. I have rated Ubiquity 5 stars for excellent customer service!
Chris G.
Posted
We have been with Ubiquity for a number of years, and recently was in touch with team member Doug Guler. He expertly addressed my concerns, had amazing customer service, follow-up, and follow-through. It seems that so many companies drop the ball, or do not address your concerns with the level of importance that the customer may. That was certainly not the case with Mr. Guler. He is certainly an asset to the Ubiquity team.
Dure A.
Posted
I would give a lower rating if I could. Ubiquity has been an absolute nightmare to deal with. They screwed up my account login and would then use mediocre technology to respond to my customer service complaints in a way that REQUIRED logging in to see the answer. Their technology is terrible and given their small size, their agility is...well, non-existent. They misplaced my check, sent it regular first-class mail without any tracking, and now want me to pay the $45 fee for issuing a new check, for NO fault of my own. I talked to the customer service representative on the phone (it seems they have just a couple of people on that team) and he was rude, dismissive, and completely shameless ("well, it's not our fault either"......yes, but i'm paying the fee??) I would not recommend this to ANY business, be them big or small. Look out for your employees, don't hire these guys!
Response from Ubiquity Retirement + Savings· Sep 12, 2017
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. Any fees for resending/reissuing checks are limited to the fee the issuing bank charges. Please email me at [email protected] if I can assist further.
Doug M.
Posted
Our company has been trying for 10 months to get the correct plan information for completion of the annual form 5500. Avoid them like the plague. No one can ever answer a question. They never return phone calls.
Response from Ubiquity Retirement + Savings· Jul 31, 2017
Hi Doug, We apologize for the frustration. We understand that Indu on our support team reached out to help with the form 5500. Please email us at [email protected] if we can help further. Best, Amanda
Andrew
Posted
I am so happy with the service my company receives from Ubiquity, the team is responsive and could not be nicer. It's great to do business with people who not only know what they are doing, but are such nice people to work with. I recommend Ubiquity highly!
Jeanne
Posted
I have been working with Ubiquity Retirement & Savings for about 6 months. They have an impressive team that is very experienced in guiding small businesses with their 401k decisions. I knew little about how these programs work, the decisions that need to be made and their implications. Today, I am confident that Ubiquity is the best choice, based on the strength of their team and their longevity in the business
