Meet the Team
Experience you can count on
Group Plan Systems is led by industry experts who have devoted decades to guiding employers and the financial institutions that serve them. Get to know us.
Jason C. Roberts
Managing Partner - ESQ., AIF
Jason Roberts, Managing Partner, is a prominent ERISA attorney and thought leader within the retirement plans industry. Jason has published numerous articles focusing on ERISA and securities compliance, fiduciary best practices and is a frequent speaker at retirement plan and financial industry conferences. He is a contributing author and faculty member for the Practicing Law Institute.
Meet Jason
Pete Swisher
Managing Partner - CFP®, CPC, QPA, TGPC
Pete Swisher, Managing Partner, is widely regarded as one of the top experts in the U.S. with respect to PEPs, MEPs, the ERISA Section 3(16) plan administrator role, and fiduciary duties in general. His balance of experience not only as a subject matter expert (SME) but also as a successful sales leader and brand builder makes possible a range of insights and capabilities that are difficult to imitate.
Meet Pete
Steve Niehoff
Chief Operating Officer - QKA, TGPC, QPFC, CHFC
Steve Niehoff, Chief Operating Officer (COO), wears many hats at GPS, but none more important than facilitating positive experiences for clients and partners of the company.
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Annie Messer
Vice President, Fiduciary Services - AIF®, CPFA®, NQPA™, QKA, RCC™
Annie focuses on the development and maintenance of the GPS supervision and governance processes, fiduciary system implementation, and ongoing plan service. Leveraging close to two decades of retirement plan-related experience, her approach uniquely blends regulatory depth with real-world implementation.
Meet Annie
Haley Erickson
Senior Fiduciary Consultant
With 15 years of TPA experience, Haley brings expertise in all aspects of retirement plan annual administration and compliance testing to her role as Senior Fiduciary Consultant at GPS. With a strong background in management and consulting roles, Haley excels in communicating complex ERISA topics such as testing failures and plan correction procedures.
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Cherisha Chapman
Fiduciary Analyst
Cherisha comes to GPS via PRI and having worked in retirement plans for 17 years. Her time in the industry incudes both public and private sector plans and everything from participant services to underwriting to people leadership.
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Amanda Fillmore
Fiduciary Consultant
Amanda comes to GPS with eight years of experience in retirement plan recordkeeping. Amanda’s experience includes everything from processing participant transactions to coordinating plan onboarding. At GPS, Amanda will focus on multiple tasks including project management, plan conversion/onboarding, and helping with supervision and governance of our group plan arrangements, including Pooled Employer Plans.
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Ashley Borders
Fiduciary Analyst
Ashley Borders is a Fiduciary Analyst for GPS and brings nearly two decades of experience in customer service, relationship management, operations support, and technology support. Ashley’s role at GPS is as a troubleshooter and “make-it-happen person” for our clients.
Meet Ashley