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.

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.

Exceptional Client Onboarding Specialist: Ali Kimbrell I recently had the pleasure of working with Ali Kimbrell, and I cannot speak highly enough of her professionalism, expertise, and demeanor throughout our 401K plan onboarding process. Ali served as our client onboarding specialist, and from the initial stages to the final details, she exemplified excellence in every aspect. First and foremost, Ali's kindness was palpable in every interaction. She approached each step of the process with a genuine desire to assist and support, making what could have been a daunting task feel manageable and even enjoyable. Her warmth and empathy created a comfortable atmosphere, allowing for open communication and a smooth transition into our new 401K plan. Ali's professionalism was evident from the outset. She demonstrated a thorough understanding of the intricacies of 401K plans and guided us expertly through the onboarding process. Her attention to detail ensured that no aspect was overlooked, and she consistently went above and beyond to address any questions or concerns promptly and effectively. One of Ali's standout qualities was her responsiveness. No matter the time or nature of the inquiry, Ali was always quick to respond with clarity and precision. Her dedication to ensuring timely and accurate communication instilled confidence in our team and alleviated any apprehensions we may have had. Furthermore, Ali's positive attitude was infectious. Despite the inevitable challenges that arise during such processes, Ali maintained a cheerful and optimistic demeanor throughout. Her enthusiasm was not only refreshing but also motivational, inspiring confidence in our decision to embark on this 401K journey. In conclusion, working with Ali Kimbrell was an absolute pleasure, and I wholeheartedly recommend her services to anyone beginning their 401K process. Her kindness, professionalism, responsiveness, and unwavering positivity made what could have been a daunting experience a smooth and enjoyable one. Thank you, Ali, for your exceptional support and expertise.

Name change made easy I was a bit nervous calling about a name change, but Elaina was amazing. She clearly explained the process and sent me a follow up email with detailed steps. Once initially submitted, Elaina was very quick to suggest adding one missing bit of documentation and then everything was processed the same day. Absolutely incredible, as I was sure this could drag on for a while. My only constructive criticism is the hold music could be better. It kind of makes you tense. :-) But thank you for a very positive experience.

Beyond disgusted with this pathetic company! The sheer level of incompetence of this company is hard to believe or understand. We needed a managed plan for 2 people. The process began in Oct/Nov of 2022. The new managed plan was opened in Feb/March 2023. The rollover from the original 401K finally happened in mid Nov 2023. Everything was set up incorrectly from the start and here we are basically 2 weeks before the end of the year and I am still be asked for new documents to finish the process even though I have had innumerable calls and discussions with multiple people at Ubiquity over the last 10 months. Dealing with this company is beyond frustrating and you would do yourself a big favor by heeding this review and others like it and avoid this company at all costs.