This 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.

Great Customer Service I just wanted to mention that Krystal B is a great customer service agent. I've dealt with a handful of agents through Ubiquity before, and Krystal has been truly the most helpful, hands down! She was able to quickly and efficiently solve a problem with payroll contributions that I've been trying to get fixed for a few weeks now. She was also polite and patient and made sure everything was correct before ending the chat. Thank you Krystal B!!

I had a lot of contact with the people Darla Fulmer and Chris Billman 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.

Exceptional Client Onboarding Specialist: Ali Kimbrell I recently had the pleasure of working with Ali Kimbrell, and I cannot speak highly enough of her professionalism, expertise, and demeanor throughout our 401K plan onboarding process. Ali served as our client onboarding specialist, and from the initial stages to the final details, she exemplified excellence in every aspect. First and foremost, Ali's kindness was palpable in every interaction. She approached each step of the process with a genuine desire to assist and support, making what could have been a daunting task feel manageable and even enjoyable. Her warmth and empathy created a comfortable atmosphere, allowing for open communication and a smooth transition into our new 401K plan. Ali's professionalism was evident from the outset. She demonstrated a thorough understanding of the intricacies of 401K plans and guided us expertly through the onboarding process. Her attention to detail ensured that no aspect was overlooked, and she consistently went above and beyond to address any questions or concerns promptly and effectively. One of Ali's standout qualities was her responsiveness. No matter the time or nature of the inquiry, Ali was always quick to respond with clarity and precision. Her dedication to ensuring timely and accurate communication instilled confidence in our team and alleviated any apprehensions we may have had. Furthermore, Ali's positive attitude was infectious. Despite the inevitable challenges that arise during such processes, Ali maintained a cheerful and optimistic demeanor throughout. Her enthusiasm was not only refreshing but also motivational, inspiring confidence in our decision to embark on this 401K journey. In conclusion, working with Ali Kimbrell was an absolute pleasure, and I wholeheartedly recommend her services to anyone beginning their 401K process. Her kindness, professionalism, responsiveness, and unwavering positivity made what could have been a daunting experience a smooth and enjoyable one. Thank you, Ali, for your exceptional support and expertise.

Kelley was very helpful with date changes Kelley was very helpful navigating the unusual circumstances with the PPP and payroll costs uncertainty. I wanted to be sure to reflect the exact dates covered by the Ubiquity payments, and he was clear and very helpful also I had discussed the secondary trustee with Tony (who wisely suggested it to us) awhile ago, and he reminded me of the procedure. he was great. and I appreciated the call back as I guess the phones were down when i called that day. Vicki