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.

Excellent customer service… Today I called into Customer Service and got some great assistance from Christopher Holden. Ubiquity and my payroll provider are now in sync! He helped me understand the great news communicated in too much detail in a prior email. He also helped me learn how to make an off cycle contribution for myself. Such great assistance!!

Great Customer Service I just wanted to mention that Krystal B is a great customer service agent. I've dealt with a handful of agents through Ubiquity before, and Krystal has been truly the most helpful, hands down! She was able to quickly and efficiently solve a problem with payroll contributions that I've been trying to get fixed for a few weeks now. She was also polite and patient and made sure everything was correct before ending the chat. Thank you Krystal B!!

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.

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.