Ubiquity Retirement Reviews & Product Details

First off it is very easy to use and incorporate into a small business. I feel like I got rid of a big middle man when I was using AUL. The flexibility of the Morningstar plans along with designing our own portfolios based mostly on age but also can adapt to each individuals wishes. The savings of basis points which we were charged on before is huge and have saved over $225,000 since we started 15 years ago in fees. It is also easy to transfer money out with the appropriate regulatory inputs when someone leaves the company, needs money for emergent needs or wants to transfer out to another type of qualified retirement plans. The ease of the website to navigate also makes the access very easy. If you want to chat or talk to someone the wait is very short and their help is usually spot on. they also generate your Form 5500 for your tax purposes for you. Security is very high with two step verification which stopped an attempted hack. Review collected by and hosted on G2.com.

Obviously nothing is for free. so the fees are standardized and fixed for your account. no surprises. very rarely the site goes down for maintenance. Review collected by and hosted on G2.com.

My company has been with Ubiquity for almost a decade. In that time, we've been through a consolidation, hirings, firings, and a ton of turnover. Ubiquity is consistently easy to use, easy to understand, and easy to get support. Employees are easily able to understand their plan, make elections, take out loans against their balance, and view their investment strategies. Having implemented Ubiquity originally and integrated it into a consolidated organization, I can say that it has been one of the least cumbersome tasks we as an organization have had to work on. My finance staff works with Ubiquity multiple times each month, and finds it predictable, consistent, and simplified. Review collected by and hosted on G2.com.

I do wish Ubiquity would very clearly indicate on loans that the repayment amount is PER PAYCHECK, not monthly, that loans can ONLY be repaid via the company and not by employee direct pay, and that making additional payments requires a specific dollar amount (you can only pay in increments of the payment amount). I have added a step when employees apply for a loan to verbally explain that to them, and often they are surprised. I'm sure this is in the terms and conditions, but these 3 factors appear to be the most surprising to our staff. Review collected by and hosted on G2.com.

The best part of ubiquity is how the ease of use. They have been able to create integrations with our erp system that help our day to day. Whenever we have had issues the customer support was easy to reach and very responsive. Review collected by and hosted on G2.com.

There aren’t many things I dislike, but I have experienced some issues with the integrations not working as expected in the past. However, the support team has been helpful in resolving these problems. Review collected by and hosted on G2.com.

I appreciate how easy and straightforward it is to enter my bi-weekly payroll information. I can complete the process in just a few minutes. The portal is very user-friendly, and I've noticed that support has improved significantly since the pandemic. Recently, I needed assistance at 8pm EST, and my call was answered immediately without any hold or wait time. Review collected by and hosted on G2.com.

I have no complaints about Ubiquity. The plan is straightforward and has successfully met our company's objectives. Review collected by and hosted on G2.com.

The service is friendly, and there are plenty of customization options to suit your needs. The platform is straightforward and user-friendly, with seamless integration to payroll. Pricing is competitive, and there is a strong selection of low-cost funds available. Review collected by and hosted on G2.com.

To be honest, I don't have any dislikes at the moment. Review collected by and hosted on G2.com.

I appreciate how easy and straightforward it is to use, along with its affordable price. Review collected by and hosted on G2.com.

I can't find anything to dislike about this. Review collected by and hosted on G2.com.

The customer service feels truly personalize. Nick Pilner worked hard to resolve my issue, and even as a small business I was made to feel like a top priority. Responsive, reliable, easy and a pleasure to work with. Review collected by and hosted on G2.com.

Nothing at this time, my experience has been very positive - working with Nick is a big part of that. Review collected by and hosted on G2.com.

The most helpful thing about Ubiquity Retirement is their customer service. They are always very helpful and informative and you don't feel like you are being rushed. Review collected by and hosted on G2.com.

When you go on their website to type in the employees wages and deductions it will put information in fields where you didn't type anything and then you have to delete it and it doesn't always let you delete it and so you have to play around with that. It would be better if you could just type in the information where you want it the first time and submit and be done. Review collected by and hosted on G2.com.

Simple and quick set up with good default investment choices Review collected by and hosted on G2.com.

A little confused about payroll deposit integration. Not sure if it's manual or automatic after the first deposit. I believe it's automatic, so this may be irrelevant. Review collected by and hosted on G2.com.

It has been very easy to set up. Everyone has been very nice and walked us through the entire process. Review collected by and hosted on G2.com.

Ubiquity is easy to use, easy to set up, and is cutting costs for us significantly. Review collected by and hosted on G2.com.