Ubiquity Retirement + SavingsReviews of myubiquity.com

I like that I can talk to someone whenever I need assistance. Tony is very helpful and takes the time to explain and answer questions. I appreciate everyone’s help especially when I’m quite new at the company.

Doug has always been very helpful and positive when I've called for assistance with our account. I appreciate that he has gone beyond what typical reps at other companies will do by providing additional information and follow-up. It is a pleasure working with Doug!

Tony with Ubiquity is extremely helpful! I have always had an easy time with my 401(k) plan, but today, as some questions came up, I called in and spoke to Tony and he walked me through the website to help answer other questions that I have had for a while! His knowledge and kindness were so appreciated! Ubiquity makes 401(k) administration so simple!

I have been very impressed with the responsiveness of everyone involved with onboarding. The team has also been very knowledgeable and the onboarding review call and zoom ability to screen share was so helpful. We worked with VJ for the onboard and set up process and he was incredibly patient and knowledgeable.

I was looking for 401(k) education materials to share with my team and Ubiquity offered to hold a complimentary education meeting. Mich Wells was very thorough in her walk through of all the 401(k) options and Ubiquity's portal. It was very informative. Their support team is very responsive and knowledgeable as well.

smooth experience

My experience with Meli is always very positive. She is always very helpful and is on the top of her work. Meli is an example of excellent customer service to her Clients. Whenever , I have any question, Meli is the name that comes to my mind - because I know she will have all the answers. She is very good at her work.

Tony is the team leader responsible for our account and I have contacted him for numerous of times for different reasons. He and his team both have been very patient with my problems. They are knowledgeable with their profession and I am really happy with them.