Ubiquity Retirement + SavingsReviews of myubiquity.com

Response from Ubiquity Retirement + SavingsFeb 28, 2024

Thank you for sharing your concerns, and we sincerely apologize for the difficulty you experienced in reaching our team. We understand how important accessible and responsive support is to our clients, and we regret any inconvenience we may have caused. We're pleased to hear that your questions regarding Mega backdoor roth have been addressed, and we appreciate your patience and willingness to work with us through this process. We recognize that our response time did not meet your expectations, and for that, we are truly sorry. Your feedback is crucial in helping us improve our services. We are actively implementing measures to ensure more efficient communication and support for all our clients. Thank you for your understanding and for giving us the opportunity to make things right.

Response from Ubiquity Retirement + SavingsFeb 28, 2024

We're thrilled to hear about your positive experience with Diana and her exceptional assistance throughout the process of opening your Individual 401k. We're here to support you every step of the way, so please don't hesitate to reach out if you need further assistance.

Response from Ubiquity Retirement + SavingsFeb 6, 2024

Thank you for taking the time to share your feedback with us. We appreciate the opportunity to address your concerns. As we have discussed several times, you are the trustee of record for this plan. We understand that you sold the plan, but until and unless the new owner contacts us to take it over, you maintain fiduciary responsibility. Plans must have a trustee. You therefore continue to have the right to close this plan which would allow you access to all your funds. Should you choose to proceed with terminating the plan, or if the new owner replies to any of our emails or calls, we will be happy to assist you with your distribution at any time.

Response from Ubiquity Retirement + SavingsFeb 28, 2024

Firstly, we want to express our sincere gratitude for choosing Ubiquity and for taking the time to share your feedback. Hearing about your experiences, both positive during the setup phase and the challenges faced as an existing customer, is invaluable to us and helps us to improve. We are genuinely sorry to learn about the difficulties you have encountered in reaching our support team, especially during such a critical time. We appreciate your patience and are relieved to know that your case has been resolved. However, we recognize that the process did not meet the high standards of service we aim to provide. We are actively working on enhancing our customer support experience to ensure that all our customers, regardless of how long they have been with us, receive the prompt, direct, and effective support they deserve. Thank you again for your feedback and for allowing us the chance to make things right.

Response from Ubiquity Retirement + SavingsFeb 28, 2024

We are truly sorry to read about your experience and the frustration you've faced while trying to reach our customer support. We understand how critical responsive and effective support is, especially when it concerns matters related to retirement plans. Please accept our sincere apologies for not meeting your expectations and for the inconvenience this has caused. We're encouraged to know, however, that since your review, our team was able to connect with you to address your concerns. Moving forward, we are committed to enhancing our customer support system to prevent such experiences from occurring. We are dedicated to regaining your trust and would like to offer our direct support should you have any more questions or require further assistance.

Response from Ubiquity Retirement + SavingsFeb 28, 2024

Thank you for taking the time to share your insights and feedback. Providing timely support and ensuring easy access to our team are among our top priorities, and it's clear we have fallen short of these goals in your case. Please accept our sincere apologies for any inconvenience this has caused. We want you to know that we are taking your feedback seriously and are actively working to improve our response times to ensure that every client receives the support and assistance they need promptly.

Response from Ubiquity Retirement + SavingsFeb 28, 2024

We understand how frustrating it can be when you can't get the help you need in a timely manner. Please accept our sincerest apologies for any inconvenience this has caused. We are actively working on improving our communication channels to ensure that all client inquiries are addressed promptly and effectively. Thank you again for bringing this to our attention. We value your business and are dedicated to improving your experience with us.

Response from Ubiquity Retirement + SavingsFeb 28, 2024

We are sorry to hear about the frustrations and challenges you have encountered in setting up and managing your plan with us. Your experience does not reflect the high standard of service we aim to provide, and we understand the disappointment and inconvenience this has caused. Following your review, we have taken immediate steps to address the issues that contributed to your experience and are committed to ensuring that your plan management will proceed smoothly from this point forward. Your trust in us is of the utmost importance, and we are dedicated to restoring your confidence in our services. Thank you again for bringing these matters to our attention.