


Flat Fee 401(K) Plans For Small Business | Ubiquity
Based on authentic user experiences
T Burroughs
6736 reviews
N/A
1 year ago
Amanda Cameron is amazing
Amanda Cameron is amazing I was having issues with delivery of a rollover check from a prior retirement plan She kept checking the status of the delivery and kept me informed every step of the way
Jackie Piccolo
6736 reviews
N/A
1 year ago
Tony and Jenn have been great to work
Tony and Jenn have been great to work with We have used Ubiquity for over four years and have always relied on Tony and Jenn for advice and assistance They are professional and accessible - they seem happy to be able to help
S Hoskins
6736 reviews
N/A
1 year ago
Multiple Questions - one call to answer them all
Multiple Questions I called knowing I had two questions which turned into four questions and Jared was able to answer all of them I didn t need to wait on hold at all and was able to gather all of the needed information Thank you
Consumer
6736 reviews
N/A
1 year ago
Great Service
The person who helped me today was excellent She listened carefully was very patient and was able to access the information I was requesting and sent it to me I was very pleased with my interaction and happy with the knowledgeable service I received
Rosemary
6736 reviews
N/A
1 year ago
Ubiquity 401 k review
I am the company Administrator of our 401 k plan through Ubiquity It is a very user friendly program and the support I have received from the Ubiquity team has been excellent I would recommend them to other businesses looking for a 401 k plan that is easy for employees to make their own changes and reduce Administrator time
Sanjam
6736 reviews
N/A
1 year ago
My experience with Meli is always very
My experience with Meli is always very positive She is always very helpful and is on the top of her work Meli is an example of excellent customer service to her Clients Whenever I have any question Meli is the name that comes to my mind - because I know she will have all the answers She is very good at her work
Tasia Maxwell
6736 reviews
N/A
1 year ago
Very impressed with the onboard process
I have been very impressed with the responsiveness of everyone involved with onboarding The team has also been very knowledgeable and the onboarding review call and zoom ability to screen share was so helpful We worked with VJ for the onboard and set up process and he was incredibly patient and knowledgeable
Bill Goetz
6736 reviews
N/A
1 year ago
Incredibly helpful service
Incredibly helpful service from these guys Unfortunately I didn t get the customer service person s name but he was very helpful I was able to do everything I needed to in only a couple of minutes
OP
6736 reviews
N/A
1 year ago
Going Above and Beyond
Amazing help Representative stayed on the phone with me for more than 30 minutes guiding me on how to fix something I want to take her to lunch She deserves a Service Excellence Award
LN
6736 reviews
N/A
1 year ago
Excellent 401 k education meeting
I was looking for 401 k education materials to share with my team and Ubiquity offered to hold a complimentary education meeting Mich Wells was very thorough in her walk through of all the 401 k options and Ubiquity s portal It was very informative Their support team is very responsive and knowledgeable as well