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
Mike T.
I have been a client for years, every time I call, I receive the best and most responsive service. I just moved one of my accounts to ubiquity because it was out performing my "personal" advisor. Thanks for helping small business like mine.
S H.
Multiple Questions, I called knowing I had two questions, which turned into four questions and Jared was able to answer all of them. I didn't need to wait on hold at all and was able to gather all of the needed information. Thank you.
Human R.
Jared F. was phenomenal. He was able to help me with my issue quickly. Hard to find employees like him many times when dealing with customer support over the phone. Ubiquity as a whole has always been a friendly company to work with and very diligent.
Vicki W.
Kelley was very helpful navigating the unusual circumstances with the PPP and payroll costs uncertainty. I wanted to be sure to reflect the exact dates covered by the Ubiquity payments, and he was clear and very helpful also I had discussed the secondary trustee with Tony (who wisely suggested it to us) awhile ago, and he reminded me of the procedure. he was great. and I appreciated the call back as I guess the phones were down when i called that day. Vicki
Concerned U.
After five weeks and losing 20% of the value of my 401K because Ubiquity placed me into a fund I had no interest in being in, I'm officially in the money market. You might say only losing 20% in this market throughout the past month is a win, but it was reduced because it took them nearly 7 business days to transfer my funds to cash.
Susan G.
Liz was very helpful today and assisted me with my profit sharing distribution. She took time to go through each employee to make sure all of my questions were answered. She was very helpful and I was able to get all of my questions answered and completed my profit sharing distribution. Excellent service today!
MP
Shelly helped with adjustment and reviewing the whole plan very patiently.I am glad she was on the phone.
S.L.
The 5 Star rating is for a specific employee - Tim C. Before Tim got involved, I had several frustrating encounters and delays with other members of Ubiquity. Every time I called, I seemed to get a new member who didn't have a clue of my situation, and then after I explained my situation again, I would be told they didn't know the answer to my questions. Unlike those previous encounters, Tim was knowledgeable, and actually followed up on his promises to follow up. Tim understood my objectives and was active in finding solutions for my company. Ubiquity should train all its members to be like Tim.
