Ubiquity Retirement + SavingsReviews of myubiquity.com

Helpful servive rep answered my questions and was patient

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.

articulate, clear, polite and precise…also, not rushed to finish the call.

Mark made our experance great!

I had a lot of contact with the people of Ubiquity about the 401K-plan. As I'm from Belgium, it's not always to understand everything because we don't know such a plan. The help of both Darla Fulmer and Chris Billman is so much appreciated. They've both tried to give me as much information as possible for me to understand everything. Their help was worth as gold and is really appreciated.

Great service — thank you, Gabe!

Ubiquity actively discovered we had accidentally submitted 2 requests for employer contributions when we had meant to only send 1. They exercised good judgement in holding off in processing our second request until we were able to confirm what we wanted to do, which took us over 24 hours to respond. They then helped us resolve the issue, which required reconciliation between the first request and cancelled second request. They did a great job of ensuring we didn't do anything accidentally wrong. Thank you!

I have spoken to a couple of the Customer care team members over the past 6 months and every experience has been positive. Leroy was the first and today, I had the pleasure of speaking with Stefan. Both were very kind and patient and answered all my questions. By the time I finished speaking with Stefan today, I felt confident in my understanding. My thanks to both!