Years of Expertise
Assets Tracked
Client Commitment
What sets us apart isn’t just what we do — it’s how we do it. Our values shape every partnership, process, and plan we build.
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 assist every business in tailoring their 401(k) retirement plan to meet changing business needs and ensure every change meets IRS qualification requirements.
Successful financial strategy starts with an excellent client relationship. Our mission isn't merely to exist as a disconnected, finance-heavy 401(k) provider, we strive to be a resource that both you and your employees can access to make sure your plan is serving you as well as it can.
By harnessing modern technology, Journey leads innovation in the 401(k) retirement plan industry by providing accessible participant and sponsor portals to take control of your retirement at the click of a button. Seamless integrations also help give us the edge so you can spend your time where it matters most.
We work with proven partners who specialize in designing strategies to assist you in securing a 401(k) or other 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.
Our team combines expertise, passion, and dedication to help you achieve financial peace of mind.
Compliance Director
Director of Compliance and Senior Plan Specialist, Annette manages plan administration, government filings, and document services for 401(k), 403(b), 457, cash balance, and defined benefit plans.
President
Founder of Journey RPS with 16+ years in retirement plan servicing. Nic oversees operations and partners consulting, focusing on efficiency, simplicity, and client-first solutions.
Director of Innovation
Senior Design Specialist and tech innovator, Miles builds integrations, custom reporting, and participant communications to streamline processes and expand retirement plan access for businesses.