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About Journey Retirement Plan Services

At Journey we strive to be so much more than a plan compliance & bookkeeping firm. The mission of our comprehensive TPA & Recordkeeping services is to work alongside our advisors directly to build a customized, intuitive, cohesive retirement solution for plan sponsors. Unlike legacy providers, who require you to constantly coordinate between them, the sponsor, the participants, and other parties of interest, we at Journey act as a sort of Nexus to deliver a Retirement Plan that’s understandable to all, easy to work with, and suits the needs of the company with minimal work for the sponsor & advisor. With decades of experience in the Qualified 401(k) Plan Field, there’s one thing we’ve learned that underscores all we do: The best financial strategy starts with an excellent client relationship that exceeds every expectation. We work to build strong professional relationships with our advisors to make the plans you provide a benefit, not a burden. Reach out today & we’re happy to discuss how we can provide the best short-term and long-term solutions for your retirement needs. While we specialize in SMB 401(k) Plans, we provide services to most major retirement plans, including 401(k)s, Profit Sharing Plans, Solo Ks, 403(b)s, 457(b)s, and several other less common designs. We work to tailor our solutions to your needs a business on an individual level, so feel free to reach out & we’ll help find the plan for you.

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