I have been very happy with our choice to use Ubiquity Retirement for our retirement plan. They have patiently walked me through each step of the process for set up and ongoing administration. When I call with a question, I always get a live person who is always very knowledgeable and helpful. The service has been great!
Review by Evalajka3 months ago
Over $100 in fines/fees to get a rollover check sent to my bank? What a terrible company! I would never use them to set up a 401k under any circumstances. Great way to upset your employees!
Review by Jamae3 months ago
MyUbiquity has a very simple upload process for your payrolls. I would prefer a more automated system, but the current process is simple enough. The best part is that any time there is an issue, whether with the website or a tough compliance question, I can always call and get a hold of someone to help me.
Review by HardFord3 months ago
Very helpful! Able to call with any questions I have even during busy seasons. Always friendly and professional!
Review by Veen Weisbrot3 months ago
I am really glad to see that Ubiquity is working on improving their communication with their clients. I was able to call today and get someone on the phone to answer my questions immediately. My main complaint about Ubiquity in the past, was that it was hard to get quick communication. I was so pleased to see that I can now call and get help right away.
Review by FirstTimeBuyer4 months ago
Total scam, billing my company $115 monthly AFTER I closed my account (paid $1000 fee to close my account btw). This is all because some ex employee from 3 years ago, still has $40 balance on his 401k, so my fund is still "active". As the fund sponsor, I'm somehow financially responsible for people that I no longer employ. They also charge each employee $5 a month, this is all on top of whatever Morningstar charges. Also, when you withdraw your money, they like to only send you part of it, so they can charge you the $95 withdraw fee more than once. The positive reviews on here are so obviously fake. I originally signed up with Intuit 401k, and these guys took over the account, really my only bad experience with any vendor since I've been in business.
Review by Ilua6 months ago
As an employer, I have experienced poor communication and I am still trying to close our employees accounts as we switched to a new provider. It has been 2 YEARS! They still are unable to transfer and close our accounts. When we stated we wanted to close the account, our account rep should have been working with us to complete it. Instead I have to call them every day to get answers. When I ask if they need anything else from my company to complete it they say no, however, they required more signatures! During this time both the company and employees have been charged fees. TOTAL UNACCEPTABLE.
Review by WingsOfPix7 months ago
Unspeakably high fees for nothing. I had a 401k with Ubiquity Retirement through a former employer, and was charged $5/month to keep the account with them (during which time the investment did not grow at all). Ubiquity charged a ridiculously high $95 for me to rollover my 401k to another investment service provider. I couldn't believe how much they were charging for me to move over my own money. Horrible.
Review by Danilov8 months ago
Had my 401k with them but the plan offerings are very week, and basically even choosing their aggressive plans, in a bull market for the past 3 years I made no money on top of it. besides that to roll over out they charge fees. Hope not to work with a company thats offers Ubiquity services.
Review by Zulkefli8 months ago
Ubiquity charged our lower wage employees, who had scratched together a modest retirement account savings, ~10% of their IRA simply to access their funds after a plan termination. After asking them to re-consider this practice, they vehemently refused. They're clearly part of the problem in the horrible IRA administration business.
Review by Nahyeong8 months ago
I bought myself nano station m5. I really liked how the Internet transmits.
Review by Mbaimba8 months ago
My Implementation Specialist, VJ, has been and continues to be excellent while we are getting our plan set up. He is friendly, knowledgeable and prompt with any issue we have. I look forward to working with him and the rest of the team in the future.
Review by Brück9 months ago
VJ Chanco did an outstanding job onboarding our company into Ubquity and setting up our plan. He was conscientious in following up with me, was flexible in scheduling times to speak, walked me through the entire process step by step and answered all of my questions, event those via email promptly. Very knowledgeable and patient. Excellent customer service. With VJ’s training I am comfortable and find the platform easy to use.
Review by Cmixgeek9 months ago
Rosie and the team was fantastic dealing with my past employer. They totally supported me in the transaction even when my past employer was pushing back at them on the calculations.
Thanks Rosie!
Review by Coaches Fruges10 months ago
Plainly ridiculous fees. These are not presented upfront or explained. You just see randomly named fees appearing in the reports, silently going by every month unless you bother to look and find them there. Then when you've had enough, they charge $100 distribution fee to get your money out and put it somewhere else. Just plain icky.
Review by BertrandZ10 months ago
The worst choice of 401K manager if your employer signed up with them - lots of hidden fees, have to keep 100% invested (no cash or safe investments options if the market is going down) and rollover to IRA is a painful process where you will lose even more money.
Review by Debbydoo10 months ago
Amanda Cameron is amazing! I was having issues with delivery of a rollover check from a prior retirement plan. She kept checking the status of the delivery and kept me informed every step of the way.
Review by Superbike11 months ago
TERRIBLE SERVICE! They are very disorganized. They processed my distribution request wrong twice! I DO NOT RECOMMEND THEM. They do not care to do a good job.
Review by Inday1 year ago
Doug was very helpful and quick to respond to my request. Also a fellow Iowan, it was nice to talk to him!
Review by Osier Pignolet1 year ago
Always a pleasure working with Meli's team. Everyone is very responsive and knowledgeable.
Thank you.
Kathy
Review by JeanWalker Strat1 year ago
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!
Review by Acoidan Jongenelen1 year ago
I am extremely disappointed in the amount of fees this company charges. To invest about $100 / month in my company's 401k plan they charged me a flat $5 per month fee, every month. Then when I left the company and wanted to roll over the funds, they charged me a $95 fee, to roll over about $800 of investment. Totally insane, these people are greedy beyond belief. DO NOT USE THIS COMPANY.
Review by Tauseeq1 year ago
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.
Review by Vallipuram1 year ago
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.
Review by Walstrum1 year ago
Distribution fee is absurd, considering there were two periods of “participation fees” that were incorrect charged to my account.
Find other options before strapping your employees with them.
