Ubiquity Retirement + SavingsReviews of myubiquity.com

I thought what was going to be an extremely stressful call became such a pleasant experience that I was literally inshock. Having to withdraw my 401k which sounded terrifying, but Ubiquity's intuitive dashboards and Rosie, extremely helpful rep made everything so much better. She was literally a breath of fresh air. As a former HR admin and now incoming HR employee, I'll be sure to always recommend Ubiquity due to Rosie's outstanding customer service and compassion.

I have had great support from ubiquity and above all Samantha Merrill went out of way to provide me with relevant information about my 401K which was transferred out to trowe price. The support and conversation with Samantha over the phone and emails made me feel me delighted about ubiquity’s great customer service and support. Samantha went out of way to keep me informed of everything she could find from my account. I m delighted to know her and I think that this should be inculcated in other members of your team and eventually becoming a culture of commitment, support, trust and care, which equates to the best possible service.Thank you Samantha!!!!! stay connected. Best Martin Cell 925-6403608

I had the pleasure to deal with Doug Guler regarding our 2016 and 2017 5500 Filing in the last couple of weeks. He impressed me with his professional attitude towards the matter we were dealing with. He is efficient, pro-active and knowledgeable. Doug's effective approach made the problem resolution quick and seamless. I think Doug executed an exemplary work! Katerina.

I'm new to my company, and I was pretty much hired and handed the reins with very little guidance. I spent a few minutes with Doug on the phone and got the friendliest, most thorough walk-through of Ubiquity and their services! I was very impressed, and Doug was helpful in answering all my questions, troubleshooting with me in real time, and even offering tips and tricks as we went. He also scheduled a follow-up call with me to make sure I had no trouble with the site as I worked. Based just on the customer service I've received from Doug, I'd recommend Ubiquity to anyone!

The entire team has been very helpful! Rosie and Pam always responded to any questions/inquiries that I had almost immediately! Considering that I've never set up this type of account before it was quite easy thanks to the team that helped me.

I worked with Doug Guler today and was pleased with how quickly he responded with my support request, his follow up to our call, and ability to get things done! Thank you Doug!

Rosie from their customer success team goes out of her way to help you out.

We migrated our company 401K plan from another company to Ubiquity a couple years ago and recently we had our new company adopt our existing plan. All these were done seamlessly with the great help of Georgia Panosellis. I can’t emphasize enough how excellent she is. She worked behind the scene, prepared and dealt with all the departments within Ubiquity. When she picked up the phone and called us, everything was already in place. Thank you so much, Georgia! You saved us a lot of time and efforts. Again and again, you provided us with the best service, way over our expectation. Kuning