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Defined Benefit Consultant

AimPoint Group

in Remote

Logo for AimPoint Group

Who is Aimpoint Pension?

AimPoint Pension is a retirement plan consulting firm with a single-minded goal: delivering a better client experience through a tailored approach to client service. Aimpoint Pension is a fast-paced, employee-empowered organization that strives to be the best consulting firm in the industry. We support our plan sponsor clients along with our advisor and CPA partners in every aspect of running the sponsor’s retirement plan. Additionally, we consult with our plan sponsors to promote the design and growth of a healthy retirement plan. Through these endeavors, we are helping tens of thousands of Americans on their path to a financially secure retirement.

We are a team of more than 30 experts serving over 1,300 retirement plans in 32 states with assets exceeding $1.5 billion.

We are expanding our defined benefit team and are seeking a dynamic, knowledgeable person to grow with our group. You will work from your home office with the support of AimPoint Pension.

This role requires knowledge of defined benefit and cash balance administration. 

Why choose AimPoint Pension?

Training: As we all know, training is imperative to success. At Aimpoint Pension, training is our focus. In the retirement industry, there is always something more to learn. It is ever-changing with new laws and guidance regarding existing laws from the IRS/DOL. As a result, we seek out industry experts to perform custom training for our team and support training and credentialling opportunities through ASPPA and her sister organizations. Additionally, we perform in-house training with the support of our technical experts. We have also begun interdepartmental training to support a better understanding of the operations of a TPA globally for our team. A lot of times, people are stuck in their silos of the business. Yet, with Aimpoint Pension, we want you to grow and understand the business at large. We feel it will make you stronger as an industry practitioner and Aimpoint Pension an even better consulting firm.

Remote: We are a fully remote workforce and have been since the beginning. We have a talent for supporting a truly remote working environment.

Life/Work Balance: At Aimpoint Pension, we know that our employees have lives outside of the day-to-day TPA world. As a result, we strive to provide life/work balance to our staff and to ensure that they take vacation time and have the flexibility to participate in or handle life moments as they come up. We consider our employees “professionals” and treat them as such. We find that they appreciate it greatly!

These are only a couple of reasons why a candidate would choose Aimpoint Pension. If you think this is a firm you’d be interested in working for, do reach out! We look forward to e-meeting you!

Responsibilities will include, but are not limited to:

  • Maintain an assigned book of defined benefit plans.
  • Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures.
    • Perform calculation of contributions to optimize tax savings while passing required testing.
    • Perform additional required testing, such as Compensation Ratio Testing (414(s) Testing), General Testing (401(a)4)) etc.
    • Prepare earned income calculation, as necessary, for an unincorporated employer.
    • Prepare asset reconciliations, including trust accounting, as necessary.
  • Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB.
  • Analyze plan documents and pro-actively recommend changes to accommodate client needs.
  • Provide quality communication with the plan sponsor, advisors, and accountants
  • Prepare preliminary design studies and projections for prospective clients.
  • Support actuaries and consultants to provide superior customer service.
  • Prepare calculation of retirement distribution benefits.
  • Prepare PBGC filings and notices.

Qualifications required:

  • 3+ years of experience in traditional defined benefit and cash balance administration.
  • Ability to focus on the task at hand and maintain high level of attention to detail.
  • Working knowledge of IRS & DOL rules and regulations, with a focus on ERISA.
  • Familiarity of PBGC requirements.
  • Excellent verbal and written communication skills.
  • Proficient skills with Microsoft products, specifically Excel and Word.

Desired, but not required:

  • ASPPA or IRS industry specific designations or willingness to attain them.
  • Working knowledge of Pension Pro, DATAIR and ftWilliam.

Compensation and Benefits:

Our focus is creating superior client service while enabling our employees to create a life/work balance. We offer competitive salaries with incentives and quarterly bonuses.

Our comprehensive benefits package includes medical, dental, vision, life, a very generous PTO policy, paid holidays, a 401(k) with a fully vested company match, and education reimbursement.

Additional Information/Application Process:

When submitting, please include your salary requirements. References will be asked for top candidates.

How to Apply

Send resume to:

Our web site:

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