Eric Akin
GBName 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.
Anima
BEI had a lot of contact with the people Darla Fulmer and Chris Billman I had a lot of contact with the people of Ubiquity about the 401K-plan. As I'm from Belgium, it's not always to understand everything because we don't know such a plan. The help of both Darla Fulmer and Chris Billman is so much appreciated. They've both tried to give me as much information as possible for me to understand everything. Their help was worth as gold and is really appreciated.
Andrea Anderson
GBEasy to Use + Great Value As a small, high end services firm we placed a priority on upgrading our SIMPLE-IRA retirement offering to a 401K. After a year+ of meetings and quotes with salespeople from brick-and-mortar financial service providers, we were frustrated by the process and confused about true costs. Tony's team at Ubiquity has setting up a 401K down to a science. We love the Vanguard fund selection as an excellent value for our team; employer costs are clearly stated; the web interface is easy to use; and support is easily had. Highly recommended.
charrllie
GBThis company is the worst 401K company… This company is the worst 401K company I have ever been forced to allow to hold my 401K contributions. They make changes to one's investments, changing where and how much is invested WITHOUT your express approval. Even when you are explicitly denied them the rights to 'rebalance'. Then they argue with you and refuse to change your investments back, costing one significant earnings and leaving you stuck with the funds that charge the highest fees. If your employer chooses this company for 401Ks, FIND A ANOTHER Employer.
Name Withheld
GBQuestions about Security My reason for calling Ubiquity was to address security concerns. I spoke with Eva Castillo. She addressed my concerns with a degree of specificity that I never expected. She explained in detail how and why my funds were secure. Ubiquity hires top notch people and then obviously provides them with a considerable amount of training. This is the second time I've called Ubiquity, and I have gotten superior service each time. My employer selected Ubiquity to administer their 401(k) plan, and I couldn't be happier that they did! Great company, great people!!!