Romain Calmels
GBAsk for Diana! After a rough start signing up with the sales person, Diana went above and beyond to guide me through the whole process of opening an Individual 401k which is much more complicated than I expected. I truly appreciate how Diana helped me deal with the heavy procedures in place at the brokerage firm where I opened the account. Thanks again!
Brad Greenberg
GBVJ Chanco did an outstanding job… 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.
James Timothy Sears
GBPoor training and response time One of my businesses has been a Ubiquity Retirement customer since 2015. I'm an experienced benefits consultant with more than 30 years of working with 401(k) plans. From the beginning, I realized Ubiquity is not for an employer that doesn't have access to someone like me. The company's people are poorly trained but that has not been an issue as I have the expertise to overcome their shortfalls. However, within the last year or so, I've notice Ubiquity rarely answer their phones and their response time has become way too long. Unless you have significant expertise in the 401(k) area, you should look elsewhere!
Andrew Benjamin George
GBWhat is going on at Ubiquity What is going on at Ubiquity? I've tried every possible option to get ahold of a team member but no one ever answers or replies. Please contact me ASAP or I will be pulling my money out.
charrllie
GBThis company is the worst 401K company… This company is the worst 401K company I have ever been forced to allow to hold my 401K contributions. They make changes to one's investments, changing where and how much is invested WITHOUT your express approval. Even when you are explicitly denied them the rights to 'rebalance'. Then they argue with you and refuse to change your investments back, costing one significant earnings and leaving you stuck with the funds that charge the highest fees. If your employer chooses this company for 401Ks, FIND A ANOTHER Employer.