Manish Mehta
GBI would rate this company a -10 stars I would rate this company a -10 stars. When calling the CSR are reading scripts - called in 3 times no return calls - they all "apologize" and "escalate" - but nothing happens. Support email address is a black hole no response to 5 emails. This is one of the worst customer service experiences - scary that they are handling compliance and documentation for so many retirement plans. Run from this company.
Anima
BEI 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.
Vicki Weeks
GBKelley 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
Andrea Anderson
GBEasy to Use + Great Value 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.
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.