Ubiquity Retirement + Savings

  www.theonline401k.com
  www.theonline401k.com

Ubiquity Retirement + Savings Reviews

Updated November 14, 2014
Updated November 14, 2014
7 Reviews
4.1
7 Reviews
Rating Trends

Recommend to a friend
Approve of CEO
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Chad W. Parks
4 Ratings

Employee Reviews

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  1.  

    Great Place!

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Ubiquity Retirement + Savings

    Pros

    Work from home is great!

    Cons

    Not enough tech online support

    Recommends
    Positive Outlook
    No opinion of CEO
  2.  

    Not as great as management leads you to believe

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Ubiquity Retirement + Savings

    Pros

    Can work remotely. No dress code. Come and go when you please

    Cons

    No leadership. For an online company, behind the times in technology. Low pay. Management wants you to believe they are listening, but merely goes through the motion. Obvious favoritism!

    Advice to ManagementAdvice

    Get rid of the leadership team and replace with people that understands the problems we are going through. Stop being yes people to the man at the top and think for yourselves.

    Doesn't Recommend

    Ubiquity Retirement + Savings Response

    Dec 8, 2014Director of People + Culture

    We have worked very hard (and continue to do so) to create an organization where everyone can make a difference. We have flattened the organizational structure to encourage each individual to take ... More

  3. 1 person found this helpful  

    A dream come true

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Project Manager in San Francisco, CA
    Current Employee - Project Manager in San Francisco, CA

    I have been working at Ubiquity Retirement + Savings full-time (more than 3 years)

    Pros

    They are flexible, encouraging visionaries who genuinely care for those they serve.

    Working here is working for retirement activists and consumer advocates.

    Leaders who can think and who work hard are rewarded in this organization.

    We have a flat organizational structure where people are encouraged to work together towards a common goal and individuals are expected to think critically and take initiative to be recognized.

    We have gigantic goals but we've always managed to achieve them.

    Our CEO is a superstar and my coworkers are golden.

    We have a culture of positivity and gratitude. Random acts of kindness are not uncommon here.

    Cons

    We have big dreams and so we have to work really REALLY hard to achieve them. For me, work/life balance can get blurry but I like working hard here because its for a good cause.

    We have customers with who either are inexperienced with 401(k) or are used to a more boutique experience and this can impact our workflows due to our large volume of activity.

    Things get especially lively (i.e. insanely busy) in the fourth quarter and last up until tax time the following year.

    You really are expected to grow here and if you aren't growing fast enough it can get uncomfortable. Adapt or perish.

    You really have to be comfortable with using technology as a resource here.

    Advice to ManagementAdvice

    Keep up the good work!

    Let's keep it focused on our customers and creating the best possible experience for them.

    Keep up with your efforts to empower your employees, to engage them and encourage them to develop as leaders, innovators and thinkers.

    Gamify initiative.

    Let's hold annual values workshops and keep our culture alive.

    Recommends
    Positive Outlook
    Approves of CEO
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  5. 1 person found this helpful  

    Amazing company that's focused on employee happiness

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Director of Marketing + Creative in San Francisco, CA
    Current Employee - Director of Marketing + Creative in San Francisco, CA

    I have been working at Ubiquity Retirement + Savings full-time (more than an year)

    Pros

    The Online 401(k) is fearless in it's endeavors. You'll never find another company that deals in retirement dreams in the same manner. They are an industry game changer.

    Cons

    There is not yet coffee in the office.

    Advice to ManagementAdvice

    Keep it going!

    Recommends
    Positive Outlook
  6. 1 person found this helpful  

    All the passion and fun of a small business with the vision to be a big one someday.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Consumer Ambassador in San Francisco, CA
    Current Employee - Consumer Ambassador in San Francisco, CA

    I have been working at Ubiquity Retirement + Savings full-time (more than 8 years)

    Pros

    The atmosphere in our office is amazing. Everyone really enjoys each other's company and make an effort both outside and inside work to show it. There are also perks ranging from great (healthy) snacks to incentives of time off and money. However, the best thing to me is the ability to have fun with what you do and make meaningful change.

    Cons

    It's the same as with any small business. There are bottlenecks, politics, and inefficiencies. Granted, these always change, but frustrating when a project doesn't get completed timely or the unexpected comes up. While the work gets done, it can always be done faster and much better than before.

    Advice to ManagementAdvice

    Thank you for the hard work you've put into making the staff happy and creating a wonderful work environment. Ensure that you're communicating and working as a team. You are the role models to the rest of your staff, so make sure you're performing at least as hard as you'd like them to!

    Recommends
    Neutral Outlook
    Approves of CEO
  7.  

    Great, fun company who is making a difference in the world

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee in San Francisco, CA
    Current Employee - Anonymous Employee in San Francisco, CA

    I have been working at Ubiquity Retirement + Savings full-time (more than an year)

    Pros

    Management is actively involved with employees, sourcing their ideas and trying out different way to create a happy, productive environment. The company has strong values to which they adhere, and those come out in management's decision making and the way the company treats it's customers. There are many way to be involved in different committees so that as an employee, your voice is heard. There is a flexible work environment, and you are working with bright, engaged people who really care.

    Cons

    No coffee or snacks, but they are working on solving this problem!

    Advice to ManagementAdvice

    Continue with what you are doing. There will always be naysayers and those who are skeptical, but don't let it dissuade your vision.

    Recommends
    Positive Outlook
    Approves of CEO

    Ubiquity Retirement + Savings Response

    May 2, 2014Director of People + Culture

    Update! We've got organic snacks and all of the coffee and tea one could ever want!

  8.  

    It is a strong community and a positive work environment.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Former Employee - Anonymous Employee in San Francisco, CA
    Former Employee - Anonymous Employee in San Francisco, CA

    I worked at Ubiquity Retirement + Savings

    Pros

    The Online 401k had a very casual, comfortable atmosphere. It has a pretty flat organizational structure. Employees respect one another, and everyone works as a team.

    Cons

    It is a relatively young company, so they do not pay as well as other similar companies in the industry.

    Advice to ManagementAdvice

    Try not to let interpersonal office politics play as much of a role in management decisions. Focus on what's best for the company.

    Recommends
    Approves of CEO

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