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!
Ed
GBExercised good judgement in proactively solving our problem Ubiquity actively discovered we had accidentally submitted 2 requests for employer contributions when we had meant to only send 1. They exercised good judgement in holding off in processing our second request until we were able to confirm what we wanted to do, which took us over 24 hours to respond. They then helped us resolve the issue, which required reconciliation between the first request and cancelled second request. They did a great job of ensuring we didn't do anything accidentally wrong. Thank you!
Brittany
GBGreat 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!!
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!
Name Withheld
GBQuestions about Security 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!!!