Ubiquity Retirement Reviews & Product Details

I love that Ubiquity Retirement is quick to answer questions and provides solutions when needed. I feel like more than just a number with them. I appreciate the real-time response, and I find the investments provided by Ubiquity to be different from other agencies. For the last 10 years, I haven't had any problems. Investments are easy to handle, the website is very user-friendly, and the chat is always available. The initial setup was quick and easy. Review collected by and hosted on G2.com.

not one thing Review collected by and hosted on G2.com.

Easy of online use and the customer service when I call Review collected by and hosted on G2.com.

So far I have not had any downside of using Ubiquity Review collected by and hosted on G2.com.

great usability and customer support. integrated well with our office needs Review collected by and hosted on G2.com.

some wait times and mixed answers. Ai is not as helpful Review collected by and hosted on G2.com.

The website is very easy to use and straightforward. One feature I especially like is the error notification you get when uploading a report if it doesn’t match an employee’s contribution. Their customer support is also consistently helpful. Review collected by and hosted on G2.com.

I never had any problems with Ubiquity.. Review collected by and hosted on G2.com.

Ubiquity helped me set up my 1st 401k as a business owner. As a small business owner, it was a bit scary to jump into benefits, not fully knowing the impact it woudl have on my business. The customer service reps and professionals at Ubiquity walked me through all my options with dilligence and understanding. Really felt like they were trying to help me imporve my buisiness, not just sign up another customer. Review collected by and hosted on G2.com.

The Ubiquity platform is intuitive and easy to use, and the customer support is always knowledgeable and helpful... when I need it. For the most part though, I very rarely need support. Ubiquity has been our 401k service provider since 2018 and we have no plans to change providers. My employees are engaged with their accounts and able to find everything the need within their own logins. Five stars from us! Review collected by and hosted on G2.com.

Ubiquity has great investment options, and the website is very user friendly. Customer service has been excellent as well. Review collected by and hosted on G2.com.

Nothing so far, everything has been great. Review collected by and hosted on G2.com.

First off it is very easy to use and incorporate into a small business. I feel like I got rid of a big middle man when I was using AUL. The flexibility of the Morningstar plans along with designing our own portfolios based mostly on age but also can adapt to each individuals wishes. The savings of basis points which we were charged on before is huge and have saved over $225,000 since we started 15 years ago in fees. It is also easy to transfer money out with the appropriate regulatory inputs when someone leaves the company, needs money for emergent needs or wants to transfer out to another type of qualified retirement plans. The ease of the website to navigate also makes the access very easy. If you want to chat or talk to someone the wait is very short and their help is usually spot on. they also generate your Form 5500 for your tax purposes for you. Security is very high with two step verification which stopped an attempted hack. Review collected by and hosted on G2.com.

Obviously nothing is for free. so the fees are standardized and fixed for your account. no surprises. very rarely the site goes down for maintenance. Review collected by and hosted on G2.com.

Reasonable and flat fees made Ubiquity a smart choice Review collected by and hosted on G2.com.

They failed to file 5500s on time nor pay the penalties! Review collected by and hosted on G2.com.

My company has been with Ubiquity for almost a decade. In that time, we've been through a consolidation, hirings, firings, and a ton of turnover. Ubiquity is consistently easy to use, easy to understand, and easy to get support. Employees are easily able to understand their plan, make elections, take out loans against their balance, and view their investment strategies. Having implemented Ubiquity originally and integrated it into a consolidated organization, I can say that it has been one of the least cumbersome tasks we as an organization have had to work on. My finance staff works with Ubiquity multiple times each month, and finds it predictable, consistent, and simplified. Review collected by and hosted on G2.com.

I do wish Ubiquity would very clearly indicate on loans that the repayment amount is PER PAYCHECK, not monthly, that loans can ONLY be repaid via the company and not by employee direct pay, and that making additional payments requires a specific dollar amount (you can only pay in increments of the payment amount). I have added a step when employees apply for a loan to verbally explain that to them, and often they are surprised. I'm sure this is in the terms and conditions, but these 3 factors appear to be the most surprising to our staff. Review collected by and hosted on G2.com.

Flexibility and Affordability. System seems user friends. Kind and helpful Agents. You can reach a real person. Review collected by and hosted on G2.com.

Frustrating trying to connect our new payroll server with Ubiquity / The Principal Review collected by and hosted on G2.com.