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Loans and Distribution Specialist

AimPoint Pension

in Remote

Logo for AimPoint Pension

We are adding to our Loans & Distribution Specialist 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 in L&D and are looking to join a talented team, we are seeking a dynamic, knowledgeable person to grow with our group to ensure a world class client experience. This role requires knowledge of defined contribution plan loan and withdrawal options pursuant to IRS rules. You will provide industry-leading client services and fit within our culture of integrity, teamwork, and putting clients’ interest first! As a fully remote workforce you will work from your home office with the support of AimPoint Pension.

Responsibilities will include, but are not limited to:

  • Maintain an assigned book of defined contribution plans in relation to any loan and/or withdrawal requests.
  • Monitor a workflow dashboard on a daily basis for new requests and requests which require additional QC or follow-up with the client or plan participant.
  • Process the incoming requests timely, according to internal service standards.
  • Review and interpret the legal retirement plan document.
  • Review requests submitted from plan participants, ensuring that the request is allowed pursuant to the plan terms and that the necessary forms are in good order and properly executed by all required parties, as applicable. Note: many requests are via online options from the plan’s elected recordkeeper. You will need to be able to familiarize yourself with many recordkeeper processes to support online loan and other withdrawal requests from plan participants.
  • Ability and desire to achieve a greater knowledge base and understanding of the IRS and DOL rules related to retirement plans, with a particular focus on withdrawals rules.
  • Interact with both internal and external clients via email and phone.

Participate in team objectives, which may include but is not limited to supporting the teammates with processing contribution upload files on behalf of a retirement plan sponsor.

Qualifications required:

  • Great verbal and written communication skills with plan sponsors, advisors, and other points of contact
  • Excellent organization, prioritization, and critical thinking skills.
  • Ability to work well under pressure with multiple priorities and deadlines.
  • Detail-oriented, Initiative-taker, Entrepreneurial, Motivated
  • Microsoft Word, Outlook, Excel experience, and the ability to learn new software quickly. 
  • 2+ years of experience.
  • Working knowledge of IRS & DOL rules and regulations, with a focus on ERISA.

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 for 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 its sister organizations. Additionally, we provide in-house training with the support of our technical experts. We also provide 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 :

Web Site:

Include salary requirements.   References will be asked for of top candidates.  All candidates subject to background check.

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AimPoint Pension has trusted BenefitsLink to help reach qualified candidates for this opening.

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