With over fifty years of combined experience in the 401(k) Qualified Plan field, Journey Retirement Plan Services is staffed to meet individual and business needs. We will assist every business in tailoring retirement plan to meet changing business needs and ensure every change meets IRS qualification requirements.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your retirement dreams.
By harnessing the power of technology, Journey continues to lead innovation in the retirement plan industry by providing accessible participant and sponsor portals to take control of your retirement at the click of a button.
We work with proven partners who specialize in designing strategies to assist you in securing a retirement plan that is updated with the most recent innovations in the Qualified plan space to make sure your retirement is truly in your hands.
Nic founded Journey RPS after working for over 16 years in the Qualified Retirement Plan Servicing industry and gaining an educational background that includes an ASPA QKA designation. He formerly held the position of Director of Retirement Services for a Grand Rapids-based third party administration firm where he was responsible for department sales and marketing as well as daily administrative operations. In starting Journey, Nic believed in creating a TPA firm that was efficient, simple, and focused on meeting customers' needs. He was able to take the best people in his field with him when Journey began, ensuring that his company would accomplish this goal. Nic's primary responsibility is to serve our partners in a consulting capacity as well as oversee the general operation of Journey RPS.
As Director of Compliance for Journey, Annette is responsible for servicing our clients with all aspects of plan administration, from daily trading and balancing to completion of government forms and monitoring compliance with federal regulations. Annette is also our Senior Plan Specialist, providing plan document services and amendments to make sure your plan always meets your company's needs.
Miles drives the innovation that keeps Journey the best in the industry by building seamless integrations between platforms, managing our participant and sponsor portal, building our custom reporting system to keep both participants and plan sponsors informed, and keeping our processes streamlined and effective. Miles is also our Senior Design Specialist and creates our forms and participant communication materials.
Rashel is responsible for processing plan contributions and new enrollments, as well as preparing instruction booklets for training plan sponsors to upload payroll information. Her acute attention to detail assures that information is recorded and communicated accurately and effectively.
Not sure how to get a 401(k) plan for your company? You're in the right place. Reach out to us and we're happy to pair you with our trusted partners and make sure you have everything you need for your plan. We're not just a bookkeeping service — we're a full, start-to-finish plan provider. Reach out today and let us do the heavy lifting; Let us know what you're looking for and we're happy to set up a consultation meeting with one of our plan specialists to tailor a plan to your needs.
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