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Defined Benefit Consultant

AimPoint Pension Group

in Remote

Logo for AimPoint Pension Group

We are expanding our defined benefit team! Do you want to work with an exciting and ambitious company that allows you to be the ace of your own destiny? If you have existing knowledge and experience with defined benefit, cash balance and 401(k) administration, we’d love to hear from you! 

Responsibilities will include, but are not limited to:

  • Maintain an assigned book of plans, including both defined benefit and 401(k).
  • 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 client service.
  • Prepare calculation of retirement distribution benefits.
  • Prepare PBGC filings and notices.

Qualifications required:

  • 3+ years of experience in traditional defined benefit, cash balance and 401(k) 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.

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. We pride ourselves in supporting Americans on their path to a financially secure retirement.

We are a team of more than 40 experts serving over 1,400 retirement plans across the states with assets exceeding $1.5 billion.

Why choose AimPoint Pension?

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.

Remote: We are a fully remote workforce and have been since the beginning. We excel in supporting a truly remote team.

Training: Training is imperative to success. 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 also perform interdepartmental training to support a better understanding of the global operations of a TPA. It will make you stronger as an industry expert and Aimpoint Pension an even better consulting firm.

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, a 401(k) with a fully vested company match, and education reimbursement.

Additional Information/Application Process:

When submitting, please include your salary requirements. References may be requested.

How to Apply

Send resume to:

Our web site:

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