Plan for tomorrow today!
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, answer questions, provide training, and maintain a Retirement Plan with efficiency and attention to detail. We will assist every business in tailoring their retirement plan to meet changing business needs and ensure every change meets IRS qualification requirements. When you are ready to begin your own journey, make sure you have the right team. Call us today to see how we can help!
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. We are constantly reevaluating cost and strategy to assist our clients in choosing the right plans and partners to help you and your employees reach your retirement goals.
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.
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.
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.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Monday - Friday: 8 am - 3:30 pm
Journey Retirement Plan Services
Copyright © 2024 Journey Retirement Plan Services - All Rights Reserved.
Powered by GoDaddy