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Ubiquity Retirement Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
HR, 401(k) Software

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Description of Ubiquity Retirement

At Ubiquity Retirement + Savings, we are dedicated to making sure your 401(k) plan is tailored to meet your retirement goals. Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support. Ubiquity has helped 100,000+ employees contribute over $2.5 billion towards their retirement since 1999. We help our small business clients take advantage of programs like Safe Harbor, 401(k) match, Roth and pretax contributions, and automatic enrollment for their employees.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

A Great Way of Tracking Investments

I liked how easy it was for my employer to use as well as allocating funds into different accounts that were linked together in order for me to see where things stood at any time during an invest period (e.g., IRA vs Traditional). Not much; not many cons either. The biggest issue I had was trying to figure out what information went where when using this system so that there weren't errors made or misunderstandings from when you have multiple people looking over one document/spreadsheet etc.…

Pros
  • Ease
  • Great interface with no issues whatsoever.
  • User friendly, user friendly website is very intuitive
  • Very helpful personnel who are always ready & willing!
Cons
  • There are troubles

Revainrating 4 out of 5

Great Solution To Administer My Retirement Plans

No problems that I have encountered thus far with our Plan. From the beginning, it was easy to set up and get started with our plan. The system has been very reliable and accessible for us as the plan administrator. We haven't had any issues or questions from our participants. Everyone seems to be satisfied with the service they receive from the plan administrator. There's nothing about this product that I dislike so far. It has been great to see how much we've saved our participants in our…

Pros
  • Great investment platform
  • Easy interface/interface is pretty user friendly.
  • Very secure website no worries here!
Cons
  • Nothing really comes readily into mind; everything just works well

Revainrating 5 out of 5

Great Benefits and Guidance Throughout Process

I like that they can help you find what options will work best for your situation or budget as well have great guidance throughout all processes! It may take some time before getting used to everything but still very helpful once learned!! The process was pretty good overall in helping me pick an option which worked out better than others. They helped us decide between several different companies/plans while also providing recommendations from other clients who had already done it so this made…

Pros
  • Flexible plans with lots available choices
  • Very thorough reviews, information provided at each step along way.
  • Ability do see how much money we could make if certain changes were implemented (and then be able implement them)
  • Guidance offered through many steps including financial planning etc
  • Ableto choose any path without worrying too hard because there's always support & advice given by people familiar wth such decisions
Cons
  • Not bad