Ask 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!

VJ 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.

I 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.

Exercised 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!

It's Always Something...!! I can only characterize my experiences with Ubiquity as frustratingly slow and tedious. It takes FOREVER to accomplish anything that requires assistance from a human at Ubiquity! Send an email to Support and here's their standard reply: We are experiencing an unusually high volume and will respond to your inquiry within seven to ten business days. Ubiquity, here's a hint: HIRE more people! Your customers, Small Businesses, don't generally have the luxury of telling their customers to wait 7-10 business days to respond to an email, or to complete a request for action. The only thing that Ubiquity is quick with is onboarding a new customer and collecting their fees (and it seems that everything has an additional fee on top of their quarterly pound of flesh). Since I don't have any experience with other companies who administer 401K retirement plans, I can't say that Ubiquity is better or worse, only that I would not choose them again.