Ubiquity Retirement + Savings Reviews 242

This company never answers the phone. Hard to get a hold of. Doesn't respond to email.

The sheer level of incompetence of this company is hard to believe or understand. We needed a managed plan for 2 people. The process began in Oct/Nov of 2022. The new managed plan was opened in Feb/March 2023. The rollover from the original 401K finally happened in mid Nov 2023. Everything was set up incorrectly from the start and here we are basically 2 weeks before the end of the year and I am still be asked for new documents to finish the process even though I have had innumerable calls and discussions with multiple people at Ubiquity over the last 10 months. Dealing with this company is beyond frustrating and you would do yourself a big favor by heeding this review and others like it and avoid this company at all costs.

I don't even know where to begin. Each issue takes 3-4 calls and at least 4 emails. The transfer of over $300,000 was to have been taken place 4 weeks ago and they removed the funds and never wired to my new provider. 3 days and 6 calls, 5 emails later they make the wire with no explanation. DO NOT USE the worst company!

My reason for calling Ubiquity was to address security concerns. I spoke with Eva Castillo. She addressed my concerns with a degree of specificity that I never expected. She explained in detail how and why my funds were secure. Ubiquity hires top notch people and then obviously provides them with a considerable amount of training. This is the second time I've called Ubiquity, and I have gotten superior service each time. My employer selected Ubiquity to administer their 401(k) plan, and I couldn't be happier that they did! Great company, great people!!!

Whenever I connect with MyUbiquity, it's like a breath of fresh air! Seamless interactions, zero hiccups, and a team that's not just friendly but also incredibly knowledgeable. Their professionalism shines through, and their advice. Simply top-notch! A special shoutout to Eva Castillo, who's been my go-to expert twice now. She's an absolute star! 🌟

Thank you! The experience has been Great. Very quick in responding to an item I needed help with. I always appreciate being able to get a hold of someone in an easy manner and having the first person I talk to able to solve the problem.

Any time I've talked with Ubiquity it was a smooth call. They have great skills in communication, friendly, and knowledgeable. This call was no different but Eva made the experience even better. She is a great asset to the company.

Gabriel was so pleasant and easy to understand. He was very, very helpful answering all my questions succinctly and clearly.

Thank you! Ubiquity, experience has been Great, Very Professional! Appreciate the Q&A.

I just processed a roll over.
Eva was on the phone with my advisor and myself as we processed the transaction. She was very nice, professional and courteous. Everything went smoothly and efficiently.
Thank you!

Today I called into Customer Service and got some great assistance from Christopher Holden. Ubiquity and my payroll provider are now in sync! He helped me understand the great news communicated in too much detail in a prior email. He also helped me learn how to make an off cycle contribution for myself. Such great assistance!!

Thank you Ms. Darla Fulmer for your prompt and knowledgeable response to my inquiry regarding our Federal Form 5500 requirement!

This is the first time I've contacted Ubiquity. Chris Holden was extremely helpful, courteous and professional with great patience in resolving an issue related to Form 5500 filing.

Helpful servive rep answered my questions and was patient

I had a wonderful experience with Shelley. She was very kind and patient with me. She answered all of my questions in detail until I understood. I sincerely appreciated it.

Lack of guidance by this company. I have been trying to cancel out of ubiquity for months. I paid the $1000 to get out and from there it seemed like they would force out the employees. They sent me the funds from my own but held the on to scraps so that they could keep charging me $400. The interface is not informative. Not sure any other reason they would have it that way other than to keep charging me.
There’s 3-4 of their departments to put the blame on so it’s confusing. I do wish I could get my money back it feels like a giant mistake.

articulate, clear, polite and precise…also, not rushed to finish the call.

I had a lot of contact with the people of Ubiquity about the 401K-plan. As I'm from Belgium, it's not always to understand everything because we don't know such a plan. The help of both Darla Fulmer and Chris Billman is so much appreciated. They've both tried to give me as much information as possible for me to understand everything. Their help was worth as gold and is really appreciated.

Great service — thank you, Gabe!