Ubiquity Retirement + SavingsReviews of myubiquity.com

Response from Ubiquity Retirement + Savings· Apr 25, 2019

Hi Jennifer, We understand the frustration that you’re experiencing as your plan is transitioning. We do our best to make sure that our clients experience a high level of service at all stages of their plan administration. Our client success team has been working to process all necessary items for your plan. They will be reaching out to you to ensure a seamless transition. We greatly appreciate your patience.

Response from Ubiquity Retirement + Savings· Apr 19, 2019

Hi Alex, While we do charge flat fees for our services, we strive to keep our fees low and as transparent as possible. We work hard to champion the futures of small business employees which is why we always provide employers the opportunity to cover any distribution fees for both active and terminated plans. Thanks for sharing your experience with us—we appreciate your input as we constantly try to improve the saver experience. Feel free to reach out if we can assist further.

Response from Ubiquity Retirement + Savings· Mar 27, 2019

We're sorry to hear you've had a disappointing savings experience. Ubiquity is proud to offer a diverse range of investment options within our 401k plans. However, the specific options in your plan are determined by your employer.

Response from Ubiquity Retirement + Savings· Feb 26, 2019

Hi Morgan, Thank you for your feedback. We've been helping clients for 20 years and pride ourselves on customer satisfaction. We're already looking into your account and one of our Client Success specialists will be contacting you shortly to better understand the situation and how we can resolve the issues you mentioned. We appreciate your input as we strive to improve the savings experience.

Response from Ubiquity Retirement + Savings· Feb 22, 2019

Hi Jenna, We understand your frustration with paying fees – nobody likes to pay someone else to handle their money. Our investment practices are standard in the 401(k) industry and our diverse fund selection means you have a wide range of options in how you choose to invest. While we do charge flat fees for our services and work hard to keep our fees low and as transparent as possible. Thanks for sharing your experience with us—we appreciate your input as we constantly try to improve the saver experience. Please email us at [email protected] if we can assist further.

Response from Ubiquity Retirement + Savings· Nov 5, 2018

Hi Peter, We're sorry to hear your frustration with our fee structure, and we understand! Nobody likes to pay someone else to handle their money. As a flat-fee provider, we that don’t charge fees based on your assets, which over time allows your savings to grow. We work hard to keep our fees low and as transparent as possible. Thank you for sharing your experience with us—we appreciate your input as we constantly try to improve the saver experience. Please email us at [email protected] if we can assist in any way.

Response from Ubiquity Retirement + Savings· Oct 29, 2018

Hi Dmitry, We understand your frustration with paying fees – nobody likes to pay someone else to handle their money. Our investment practices are standard in the 401(k) industry and our diverse fund selection includes options that fit a low-risk profile. While we do charge flat fees for our services and work hard to keep our fees low and as transparent as possible. Thanks for sharing your experience with us—we appreciate your input as we constantly try to improve the saver experience. Please email us at [email protected] if we can assist further.

Response from Ubiquity Retirement + Savings· Aug 24, 2018

Hi Carla, I'm sorry you've experienced such frustration. We never want our savers to feel overlooked or not fully understood. Please send an email to [email protected] with your full name and contact information and we will work together to resolve the issue.