Ubiquity Retirement + Savings Reviews 242

My rep was a rock star and walked me through everything

Every question I had was thoroughly answered. I was listened to and given the amount of time needed to make sure I clearly understood all the information he provided. Emilio went over and above by sending me emails with login links to reduce time on my end to search for it. I could not have asked for a better person to assist me. I am totally grateful!

Ubiquity is absolutely amazing. Going on 15 years as a customer. Highly recommend everyone on the team. Elaina Doughty is absolutely wonderful as a client success specialist !

Have worked with Ubiquity since 2013, and it's been a positive experience. They have been helpful, and their product offerings have been good (and getting better) and generally affordable.

Emilio Ballesteros was able to clarify that ADP Payroll was incorrectly reporting the employer Safe Harbor contribution amount in which they were using 3% and not 4%. Now my reports will match the amount being debited from our bank. Thank you!!

i have been trying to rollover my account to JP Morgan Chase. its has been over a month and still have yet to recieve my money. i spoke with several agents and it looks like that did not advise me orrectly in what i needed to do. the female agent i spoke with seems to have helped that is why i am giving a 5 star, but yet to be seen, if i get my money in the next week, i would appreciate follow up from your management . as i haave been very frustrated in why i was given wrong infloramtion time and time again... Thanks you

Stephan Fransz was super helpful when I needed help explaining detailed information. He should be a professor, he's as secure as a sweet Sunday School teacher. Love him!
Shagundeep is very respectful to know which of his co-workers have the lead on our financial requests or questions.
Keisha Hundley is always there to help me and gives me detailed instructions.
Eddie & Aaron have been extremely knowledgeable when working with new laws passed by Congress.
Great teamwork helps makes my dreamwork.

Very happy with all the support staff I’ve interacted with. They’ve really helped keep my plan running smoothly

Professional, polite and knowledgeable customer service!

Emilio Ballesteros was very helpful and knowledgeable. He was very pleasant to talk to and responsive to my questions and helped me navigate the website. HARD TO FIND someone to fix the problem in very short amount of time. Excellent customer service.

Emilio was kind and knowledgeable about my request to get my residual money sent to me. He is very professional and courteous and I am glad that he answered my call.

Lots lots of thanks to Hannah Lopez for her patience in helping me log in and reset my password. She walk me through my application for my loan successfully. I really appreciate how she guided me through until I completed my loan. She's an good asset in any company.

The person that helped me with my 401K was very helpful and very polite. In fact, she stayed on the phone and walked me through the steps I was taking with it. This is the first time I have talked with someone and it went very well.

The lady I talked to knew the website well and helped me navigate it. Very happy with her help.

It was the promptness of my request as well as appreciation for having us a client.

very easy to communicate with. fixed my problem within minutes.

AVOID!!! Read all the negative reviews. The absolute worst. Broken system. Broken UX. Overpriced fees. Repeatedly, takes weeks to get a reply from a customer service ticket. Took 5 months to get my money out of the 401k. This business operates like its 1992. My financial advisors are the ones who recommended i use Ubiquity, and I've since fired them both. A thousand better options out there.

Excellent customer service just completed my rollover online and everything went smoothly.

Very responsive when you sign up. but then nearly impossible to contact or get help. Recently merged our comany and can not get anyone to help close out our account to roll over to new fund. The response times are horrific and nearly non existent. Can not get a live voice on the phone. There are better options and this is not one of them. They also pull 401K funds from payroll/corporate bank account but do not deposit into employee accounts for sometimes 6-8 business days - this is ridiculous in times of instant wire transfers.

Very nice when you sin up

Just wait till you exit

Fee after fee

Transition team
What a joke
Not able to contact directly
Leave a message n hope for a response

Beware of this company

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!