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.

This 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.

Poor training and response time One of my businesses has been a Ubiquity Retirement customer since 2015. I'm an experienced benefits consultant with more than 30 years of working with 401(k) plans. From the beginning, I realized Ubiquity is not for an employer that doesn't have access to someone like me. The company's people are poorly trained but that has not been an issue as I have the expertise to overcome their shortfalls. However, within the last year or so, I've notice Ubiquity rarely answer their phones and their response time has become way too long. Unless you have significant expertise in the 401(k) area, you should look elsewhere!

Worst customer service and non responsive I have been chasing MyUbiquity to release my fund from last 1.5 years, lost phenomenal amount of tax savings as could not take distribution last year. I left the employer in middle of 2022 and since that time I have been asking to release my funds. Made some 100 of calls and emails, no luck. I was the trustee on the account and it has been nightmare to get the account closed. The customer service is extremely poor and generally the answering person picks the call and then they return the call in 1-2 days if you are lucky. I would not recommend this company if you want to avoid the run around when you have to exit the plan. By the way dont believe their website which shows all false reviews ratings, for example they are 3.8 star on trust pilot but shows 4.6 on the website. I have given up to retrieve my funds and finally I have to highlight this incident so others dont suffer in the same way.

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! 🌟