Group Plan Systems - 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

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 two decades of retirement plan-related experience, her approach uniquely blends regulatory depth with real-world implementation.

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Haley Erickson

Chief Compliance Officer

With nearly 20 years of experience in retirement plan administration and compliance, Haley focuses on the operational and fiduciary complexities associated with administering retirement plans across multiple adopting employers.

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Cherisha Chapman

Fiduciary Consultant

Cherisha joined GPS via PRI and having worked in retirement plans for over 20 years. Her time in the industry includes both governmental and ERISA plans and everything from participant services to underwriting to people leadership.

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Justina Feliz

Fiduciary Consultant

With over 10 years of experience in the financial industry, Justina brings a strong background in third-party administration and compliance.

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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