Ubiquity Retirement + SavingsReviews of myubiquity.com

Gabe was fantastic! He answered all my questions and was super knowledgeable. Great customer service!

Gabe was great, so helpful.

Rebecca was awesome. She answered all the questions and even sent a follow-up email with instructions on pending items. Thank you so much.

I have had a SingleK with Ubiquity since 2016. Every time I work with their Customer Service team, I always get outstanding, knowledgeable representitatives who truly want to help me. I cannot say enough good things about this company and their staff.

Gabe did great! He answered my questions professionally and with excellent knowledge of the subject.

My representative was very friendly and informative. She walked through the process and was patient and helpful!

If you want a great experience ask for Mark.

If you are looking for a method for managing your employees 401k, I would stay away from Ubiquity. During my employment I personally had two issues where there was a discrepancy between my W2 and their statement, they had taken an extra payment for my 401k which ha sput me over my limit last year. That's their business 401ks. But their error ended up costing me time to correct. It cost my employer several hundred dollars, because they just let it go as a mistake because it was too hard to correct apparently. I thought I was done with them after finishing at my employer, but they weren't done with me. I ordered a rollover check (the only option on their website) to my advisor. It was "lost" in the mail - the options you are then given: - Wait 6 months for the check to expire - Pay them $65 to re-issue the check. - After complaining - a Money Transfer was offered, but still need to pay $65 Problem: They don't even have tracking numbers for the checks they send out. Just good old USPS for checks with three years of 401K maxed out contributions + gains. There is no option for Fedex/tracking. I offered to pay extra for that service, and make sure my second check wasn't lost. Not possible. Just "trust us, we sent it - sorry you didn't get it, you can pay $65 for to re-issue". I understand things happen and go missing, but I've never paid Amazon for something they didn't deliver - but that's not how these folks work. A wall of frustration, all after paying them $124 every three months as an "advisor fee" for maintaining my simple set of 3 funds. They never advise, just take money. Check out their fee schedule before signing up all your employees to their rigid process and excessive fees for simple 401k services. I'm still unhappy with my previous employer for their choice of 401k provider - I actually really like the employer, but this choice of theirs has left a bad taste in my mouth.