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.

I 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.

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.

Questions 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!!!

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.