Ubiquity Retirement + SavingsReviews of myubiquity.com

Elaina helped me set up login as a user on our account. She made it painless while being extremely pleasant and professional. I told her she made my day!

Managing retirement plans is inherently complex, and our team recently faced an internal audit that led to a new focus on monitoring our plan year-end 5500 count. For three months, I had the pleasure of working closely with Gabe Ward, CS Specialist at Ubiquity Retirement Services, and his support was an incredible relief. I can't recommend him highly enough. Gabe maintained regular communication with me as updates became available and ensured that we stayed on track. The project involved three major efforts: initiating force-outs, managing under-$30 de minimis amounts, and addressing all related actions to bring our 5500 count below the audit threshold. Gabe listened effectively, documented case notes meticulously, and collaborated effectively with the internal team. His professionalism, attention to detail, and ability to navigate complex plan actions were critical to our success. Thanks to Gabe's partnership, we now have a proactive approach to monitoring the count and managing our plan. I truly appreciate his dedication to making the 'projects' a success, his consistent follow-through, and his deep expertise, transformed a potentially overwhelming process into a manageable and successful endeavor. Gabe's efforts ensured the project was completed smoothly, helping us achieve our goal of reducing below the audit threshold. Gabe is a true asset, and I look forward to continuing our work together.

Ed Zuniga was patient and knowledgeable. He explained me everything about my retirement plan, and how I can best use to help my employees. Excellent

The Help Desk representative, Ed, was extremely patient, knowledgeable, and very helpful in trying to help me with the RMD process. I was very lucky to have him guide me to the correct forms!!! Job well done and he deserves to be Employee of the Month!

Kayleigh was exceptionally helpful and caring. Taking time to explain everything in detail about the new 401k pan setup. It has been a great experience with Ubiquity so far.

I was lucky enough to connect with Shagundeep who was extremely thorough, considerate, and genuinely eager to help me navigate through several topics that were unfamiliar to me. I learned a lot and was given specific directions to resolve my issues. Great advice with optimal efficiency.

Kayleigh is an absolute rockstar! The experience was amazing and very easy to get started.

Divya was knowledgeable, patient, and helpful.