what can we help you with?

With years of experience, Journey is uniquely positioned to assist in assisting it's clients in finding the right solutions for their Retirement Plan needs.  As an independent Third Party Administrator, you can be sure to receive unbiased solutions and recommendations that will keep you in compliance with all regulations and will help you run an effiencient state of the art plan. 

Journey keeps up to date with all of the newest options and requirements for all types of Qualified Plans. Let us help you design a plan to serve you best!

Journey provides Qualified Plan Accounting services to the following plan types:

• 401(k) Plans
• Profit Sharing Plans
• 403(b) Plans
• 457 Plans
• Defined Benefit Plans
• HRA and HSA Plans

Let Journey take some of your plan operation burden, we offer the following services:

• Loan and Distribution Processing
• Required Plan Testing
• Participant Enrollment 
• DOL Required Participant Notification Fulfillment
• IRS Form 5500

Journey works directly with your employees to provide information and assisti with questions.  We provide the following:

• Participant Website
• Participant Statements
• Enrollment and Educational Tools.
• Distribution and Loan Support