MS
Mina S.
Accounting Manager
Small-Business (50 or fewer emp.)
"Very good"
4.5/5
What do you like best about Ubiquity Retirement?

easy online access and easy to contribute Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

nothing to say foe now but let us talk about the time to get customer services Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your positive feedback on our online access and contribution process. We understand the importance of timely customer service and are continuously working to improve in this area. If you have any further feedback or questions about our services, please don't hesitate to contact us.

Verified User in Civil Engineering
AC
Verified User in Civil Engineering
Small-Business (50 or fewer emp.)
"EZ Retirement - Set it and GO"
5/5
What do you like best about Ubiquity Retirement?

The ease of Ubiquity and the flexibility of the options to choose, monitor, and participate in are just exemplary. It is easy to setup and manage the entire process. It integrates perfectly with payroll for a carefree frequency of use pattern. The staff is amazing and extremely helpful with all your questions and concerns. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

No dislike Ubiquity is a pleasant EZ and positive experience with on staff help to guide the way Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your positive feedback! We're glad to hear that you appreciate the ease of setup and management, as well as the integration with payroll. Our staff is committed to providing helpful guidance and support.

Verified User in Wholesale
AW
Verified User in Wholesale
Small-Business (50 or fewer emp.)
"Frustrating experience in reaching people"
2.5/5
What do you like best about Ubiquity Retirement?

Website is good. When you finally reach someone, the issue is resolved. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Impossible to reach people on phone. Addressing anything takes a long time. We started with them when they had just started and now that they are bigger, customer service has suffered and it has become increasingly difficult to get issues resolved quickly. Regularly I see fees added on for basic services. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your feedback. We’re sorry to hear you’ve had trouble reaching our team. Providing timely support is a top priority, and we’re continually improving our service. In addition to phone and email support, we’ve expanded our Help Center and introduced chat for quicker assistance.

If there’s anything we can assist with, please reach out—we’d love to help. We appreciate your partnership and your insights as we continue enhancing our client experience.

CD
Carrie D.
Financial Counselor
Mid-Market (51-1000 emp.)
"401k with limited options"
3/5
What do you like best about Ubiquity Retirement?

Ease of use when selecting investment options. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Not a lot of options to choose from when selecting funds. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for sharing your feedback. We’re glad to hear you found the platform easy to use—usability is something we take seriously.

Regarding investment choices, we want to clarify that Ubiquity offers an open investment architecture with access to over 30,000 mutual funds and ETFs. However, the specific investment options available in your plan are selected by your plan’s fiduciary (typically the employer or their designated trustee) and must align with what the plan’s custodian permits.

If you're finding the available options limited, we recommend reaching out to your plan sponsor to explore whether broader choices, like a custom fund lineup or an individual brokerage account, could be enabled within your plan. We appreciate your input—it helps us continue supporting better retirement outcomes.

Verified User in Health, Wellness and Fitness
UH
Verified User in Health, Wellness and Fitness
Mid-Market (51-1000 emp.)
"I am happy with Ubiquity"
5/5
What do you like best about Ubiquity Retirement?

The website is very clear and easy to use. When I have called them, they have been super respectful and helpful. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

There is nothing that I dislike about Ubiquity. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

We're glad to hear that you find our website clear and easy to use, and that you've had positive experiences with our customer service team. Thank you for choosing Ubiquity for your 401k!

Michael N.
MN
Michael N.
Owner
Small-Business (50 or fewer emp.)
"Great service and great price. Allows max flexibility for our staff"
5/5
What do you like best about Ubiquity Retirement?

Each person can do their own thing as it fits their retirement goal Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Could be FREE , the only way to make it better Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your positive review! We strive to provide a service that allows for maximum flexibility at a great price.

Verified User in Apparel & Fashion
AA
Verified User in Apparel & Fashion
"Review"
4.5/5
What do you like best about Ubiquity Retirement?

it has a user friendly interface & is simple to use. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

so far i like Ubiquity Retirement and have no dislikes to note. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for sharing your positive experience with Ubiquity! We're thrilled to hear that you find our platform user-friendly and easy to navigate. We're here to make saving for retirement a seamless and beneficial process for you. If you ever have any questions or need assistance, please don't hesitate to reach out.

Verified User in Financial Services
CF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"{"translation":"Review from Advisor"}"
5/5
What do you like best about Ubiquity Retirement?

The upper level service team including Diana & Jason has been super helpful. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

The phone service team has been disappointing previously with long wait times. However, it has improved since then. They should also create a mobile app. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your feedback! We’re thrilled to hear that Diana and Jason have been helpful to you. We also appreciate your patience as we've worked to improve our phone service. We value your suggestion for a mobile app and will continue exploring ways to improve accessibility and convenience for our users.

Verified User in Computer Networking
UC
Verified User in Computer Networking
Mid-Market (51-1000 emp.)
"Excellent Employment Savings Plan"
4.5/5
What do you like best about Ubiquity Retirement?

I appreciated the ease with which I was able to designate my investment choices. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

As someone nearing retirement, the required minimum distribution (RMD) was confusing to my plan administrator. I was not aware of nor did I see any instructions that indicated my need to waive the RMD IF I was still employed and owned less than 5% of the company. This could have been clearer. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your feedback! We're glad to hear that you found our platform easy to use for your investment choices. We appreciate your input about the RMD process, as it helps us improve and provide clearer guidance moving forward. If you need further assistance, feel free to reach out.

Verified User in Manufacturing
AM
Verified User in Manufacturing
Small-Business (50 or fewer emp.)
"Good 401K Plan"
4.5/5
What do you like best about Ubiquity Retirement?

Helpful setting it up, answered all my questions Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Slow response to email inquiries or returning phone calls Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your feedback! We're glad to hear that you found our team helpful in setting up your 401k plan. We apologize for any inconvenience caused by slow response times and are working to improve in this area. We appreciate your business and look forward to continuing to support your retirement planning needs.