Ubiquity Retirement + Savings Reviews 242

The representatives are very friendly and respectful.

We are extremely pleased with the service from Ubiquity Retirement.

VJ Chanco made our onboarding experience painless, and he was very prompt in responding to inquiries after the orientation.

Robby Forsythe was very knowledgeable and helpful in guiding us on choosing the right products for our needs.

We experience the same level of attentiveness from other members of the customer service team.

Recently emailed the "info" address due to problems with my account. Rosie Teves, the Saver Success Specialist, promptly responded to my email and quickly had me back in my account. Feeling grateful for Rosie!

As a small, high end services firm we placed a priority on upgrading our SIMPLE-IRA retirement offering to a 401K. After a year+ of meetings and quotes with salespeople from brick-and-mortar financial service providers, we were frustrated by the process and confused about true costs. Tony's team at Ubiquity has setting up a 401K down to a science. We love the Vanguard fund selection as an excellent value for our team; employer costs are clearly stated; the web interface is easy to use; and support is easily had. Highly recommended.

We needed some information on some former employee's who were participants in our 401K plan and Doug Guler was very responsive to our request. He also followed up with us to be sure that we received everything that we needed and were satisfied.

I worked with Amanda Cameron on some issues that I was having with our 401K. She was helpful by walking me through every step and didn't rush to get off the phone. She offered much guidance and support and explained details about the 401K thoroughly! I would highly recommend working with her in the future. Great patience and customer service! She g
ets 5 stars!!!

I am brand new to Ubiquity and had no idea where to start. VJ Chanco, my implementation specialist, walked me through everything. He updated my initial information and then had a log in session to show me exactly what I needed to do on a regular basis and a few extras. I would highly recommend Ubiquity for your retirement plan implementation.

This service charges participants an outrageous $5 per month to manage their 401k administration. This is on top of institutional management fees. And if you separate from your company that uses Ubiquity, the fees continue. If you decide you no longer wish to use Ubiquity and withdraw your money, they charge you a $95 processing fee for the privilege. Not customer-friendly. The user interface is merely OK and reporting is weak.

Ubiquity has excellent customer service, Amanda Cameron goes over and beyond to assist her clients. She has made my experience with Ubiquity a top-notch experience, that is why I have given her 5 stars. Thank you, others could learn from her. I was actually transferred to her, but I'm happy they did. She took ownership and got what I needed done.

Every time I need anything I just give them a call and they are on it. Very helpful and easy to work with.

I placed a distribution request for a 401(k) with an ex-employer. Rosie Teves, the associate on the phone, was friendly and knowledgable. She guided me through the whole withdrawal process and followed-up promptly over email when needed!

Rosie was such a pleasure to speak to. She was very helpful and I could not have asked for better customer service.

Very helpful and immediate handling of request.

Brilliant! completed what I needed in 5m

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!