Ubiquity Retirement + SavingsReviews of myubiquity.com

I would give 0 stars if it were possible. They do not treat small businesses as a priority. My de-conversion (which their team passed me on to several people) was a horrible experience that took over 3 months. They did not advise me well on what type of account was best for my business or personal retirement. The team is terrible at giving direction, next steps, and any customer service. There is one phone line for all team members. An email takes 2-4 days to respond and it always is someone different who has no idea what is going on. Go directly to Vanguard or other companies and don't waste your time and money using this company. They charge a quarterly fee for doing nothing as the "middle man" and they charged me $1,000 when I cancelled services and moved my account to Vanguard. They still have not wired my funds to my new custodian (yes, they have even messed up my final wire transaction) after dozens of emails and calls (it's been 3 months).

Service is non-existent here! Trying to do some simple rebalancing in my 401k and they allow a new allocation, but block rebalancing for some reason. I call them...currently on hold for 15+ min so far...and they say all agents are busy, but press 1 to speak to operator...I press 1...and continue to hold like before! They need to improve service as this is really the only differentiator from others.

i have been a customer first as the online 401k and then my ubiquity. Now with a new payroll provider we can't continue with ubiquity but they have been first class all the way to the transition to another 401k provider. Great company and service! Thanks for all the great service over 14 years.

Number 1 choice in the market. Simply one of the best in their field. I am impressed and happy.

How is a business run like this? Service is terrible. Response times can be measured in days. Then, I just received the following e-mail: "October 30, 2019 Dear [], Ubiquity Retirement + Savings was recently notified by Cachet Financial Services, that effective October 23, 2019, they will no longer process ACH transactions for any of their clients. Unfortunately, this includes Ubiquity’s clients’ 401(k) contributions. " So many questions here. Did they really inform you a week after they stopped? Or have you been sitting on this information until after everyone has already submitted ACH transactions? There are no possible answers that don't make you look bad, Ubiquity. Followup to reply from Ubiquity: The communication from them on 10/23 was very clear. For some reason, it took a week to notify your clients. As a small business owner, I value communication and accountability. If a vendor I did business with disrupted my operations, I would not tell my clients the resolution is up to them at additional cost to them. The full message sent on 10/23 is detailed in a story on krebsonsecurity dot com (no links allowed here). Followup (11/8): After multiple conversations with Ubiquity assuring me the situation was being handled, I just received a voicemail telling me I needed to fund payroll. Which I did. At my expense. A week ago. They now assure me they will verify that. I also received an email with various ratings that I should be able to click to rate the service. But none of them is clickable (in Gmail or on my iPhone).

I have been very happy with our choice to use Ubiquity Retirement for our retirement plan. They have patiently walked me through each step of the process for set up and ongoing administration. When I call with a question, I always get a live person who is always very knowledgeable and helpful. The service has been great!

Over $100 in fines/fees to get a rollover check sent to my bank? What a terrible company! I would never use them to set up a 401k under any circumstances. Great way to upset your employees!

Very helpful! Able to call with any questions I have even during busy seasons. Always friendly and professional!