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Retirement Plan Consultant (Defined Contribution)

AimPoint Pension

(Remote)

We are adding to our Defined Contribution 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 contribution/401(k) administration, we’d love to hear from you! 

Responsibilities will include, but are not limited to:

• Maintain an assigned book of defined contribution plans.
• Prepare (and/or review, based on experience) compliance testing pursuant to ERISA guidelines and IRS procedures.
• Perform requested contribution allocations, including cross-tested nonelective allocations.
• Perform additional required testing, such as Compensation Ratio Testing (414(s) Testing), General Testing (401(a)4)) etc.
• Analyze plan documents and pro-actively recommend changes to accommodate client needs.
• Provide quality support to the Client Service Team member to support inquiries from plan sponsor, advisors, and accountants.
• 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, 8955-SSA.
• Prepare asset reconciliations, including trust accounting, as necessary to prepare the government forms.

Qualifications required:

• 3+ years of experience in defined contribution/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.
• 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 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.

How to Apply

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

Email to Resume@theaimpointgroup.com.

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