Ask for Diana! After a rough start signing up with the sales person, Diana went above and beyond to guide me through the whole process of opening an Individual 401k which is much more complicated than I expected. I truly appreciate how Diana helped me deal with the heavy procedures in place at the brokerage firm where I opened the account. Thanks again!

I would rate this company a -10 stars I would rate this company a -10 stars. When calling the CSR are reading scripts - called in 3 times no return calls - they all "apologize" and "escalate" - but nothing happens. Support email address is a black hole no response to 5 emails. This is one of the worst customer service experiences - scary that they are handling compliance and documentation for so many retirement plans. Run from this company.

Special Thanks to Eva Castillo: MyUbiquity's Gem! Whenever I connect with MyUbiquity, it's like a breath of fresh air! Seamless interactions, zero hiccups, and a team that's not just friendly but also incredibly knowledgeable. Their professionalism shines through, and their advice. Simply top-notch! A special shoutout to Eva Castillo, who's been my go-to expert twice now. She's an absolute star! 🌟

Ubiquity trainwreck from start to finish... I have a PCRA account with Charles Schwab in which Ubiquity is the administrator. I have verified with Schwab that there is NO NAMED TRUSTEE on the PCRA account. I have been informed by Schwab that only Ubiquity has the authority to name me as Trustee over my company PCRA account, I am a small business owner with just myself and my wife participating in the safe harbor 401k at Ubiquity. The advice I was given by Ubiquity is to terminate my agreement with them and that would "release my money" but that is extremely poor fiduciary advice because that would freeze and lock my money into the PCRA account at Schwab since there is no named Trustee. I have been trying to communicate with Ubiquity for months regarding this issue with absolutely no help and refusal to let me speak with a manager that understands what they are doing. I am thankful to the PCRA team at Schwab for providing me with good advice and I am in complete shock at the lack of customer service, fiduciary responsibility, and knowledge at Ubiquity. PLEASE SAVE YOURSELF FROM DEALING WITH THE SAME DISASTER, DO NOT WALK BUT RUN AWAY FROM THIS COMPANY. I have had nothing but issues with this company from day one, I trusted their marketing that they focus on helping small business owners but they dont, they only take your business and leave you with no direction, no communication, and charge you quarterly to treat you like trash.

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.