Great
Based on 238 reviews
Ubiquity Retirement + Savings4.3Honesty, 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 Folks Told, with an average rating of 4.3 out of 5.
238 approved reviews, newest moderated first
Laurie D.
Today I called into Customer Service and got some great assistance from Christopher Holden. Ubiquity and my payroll provider are now in sync! He helped me understand the great news communicated in too much detail in a prior email. He also helped me learn how to make an off cycle contribution for myself. Such great assistance!!
Michael J. Q.
Thank you Ms. Darla Fulmer for your prompt and knowledgeable response to my inquiry regarding our Federal Form 5500 requirement!
Julia L.
This is the first time I've contacted Ubiquity. Chris Holden was extremely helpful, courteous and professional with great patience in resolving an issue related to Form 5500 filing.
Diana C.
Helpful servive rep answered my questions and was patient
Ashley
I had a wonderful experience with Shelley. She was very kind and patient with me. She answered all of my questions in detail until I understood. I sincerely appreciated it.
April R.
Lack of guidance by this company. I have been trying to cancel out of ubiquity for months. I paid the $1000 to get out and from there it seemed like they would force out the employees. They sent me the funds from my own but held the on to scraps so that they could keep charging me $400. The interface is not informative. Not sure any other reason they would have it that way other than to keep charging me. There’s 3-4 of their departments to put the blame on so it’s confusing. I do wish I could get my money back it feels like a giant mistake.
Reply from Ubiquity Retirement + SavingsJul 21, 2023
Thank you for sharing your experience. We're sorry you feel expectations were not met this instance. We've reached out to you to better understand the issues you encountered and clarified for you next steps. We believe you now understand them and have clear expectations moving forward. We take your feedback seriously and use them in our training to help maintain our #1 ranked customer service ranking on TrustPilot among small business 401(k) providers.
David H.
articulate, clear, polite and precise…also, not rushed to finish the call.
Alichea A.
Mark made our experance great!
