Ubiquity Retirement + SavingsReviews of myubiquity.com

Great and friendly service !!! I really appreciated the operators patience ..I highly recommend this company!!!💥

The person who helped me today was excellent. She listened carefully, was very patient and was able to access the information I was requesting and sent it to me. I was very pleased with my interaction and happy with the knowledgeable service I received.

I was a bit nervous calling about a name change, but Elaina was amazing. She clearly explained the process and sent me a follow up email with detailed steps. Once initially submitted, Elaina was very quick to suggest adding one missing bit of documentation and then everything was processed the same day. Absolutely incredible, as I was sure this could drag on for a while. My only constructive criticism is the hold music could be better. It kind of makes you tense. :-) But thank you for a very positive experience.

I forget her name, but she was excellent to work with on understanding my options on how to rollover my current 401k account. I would give her a 20, not a 10!!!

Called because I didn't have my login for my 401k through a new employer. I spoke to Eva. She was very helpful and quick. I easily reset my password.

Thank you Ubiquity for running a streamlined onboarding process, and thank you for the timely reminders and follow ups when I stalled along the way! Thanks especially to Doug for leading a fun and informative 401k seminar and inspiring our team to log in and manage deferrals to their retirement plan. We enjoyed the session and I know that the recording has been watched at least a few times!

Until this morning, I was experiencing a great deal of frustration dealing with an agent @ Ubiquity that was not communicating (returning calls, replying, or responding to emails) with me relative to our new 401k. I got to point of canceling our account with Ubiquity. Then, Yvette Casillas called me this morning, and everything just fell into place. All my days of frustration were over. Yvette was not only a good listener, but she was also willing to help resolve problems with another company that was directly affecting our Ubiquity account. Yvette saved the day and she was a life saver. Ubiquity owes her a great deal of gratitude and commendation relative to her preventing us from closing our “small” new account. I wish everyone at Ubiquity is as warm and helpful as she was. Her attention to details and what needed to be done was very impressive. Thanks Yvette.

Ubiquity replies to requests in a timely manner. Everyone that we have been in contact with is very helpful and kind.