Onboarding & Plan Design
Managing a Smooth Transition
From initial plan design to the onboarding of your plan, the AimPoint Pension experts will guide you through this process. Whether you are starting a new plan or moving your plan from another provider, AimPoint Pension has a dedicated New Business Team to help you every step of the way.
Serve as the primary contact throughout the onboarding process
Provide plan design assistance
Prepare all required plan documents
Educate your team on deadlines, limits, and fidelity bond requirements
Coordinate with your chosen recordkeeper to ensure setup is running smoothly
Oversee the asset transfer to your new recordkeeper
Assist with gathering records needed for moving your retirement plan
Once your plan is up and running to your satisfaction
and client experience specialist
who will manage the ongoing operation of your plan.
We hear you.
We can’t—and won’t—try to customize your retirement plan until we get to know you. Our consultation services include an in-depth discovery process aimed at learning where your business is now – and where you want it to go. We want to understand your workforce and your management team. What kind of retirement plan will best serve them?
If you already have a retirement plan, we can help you decide if it’s the right one for right now. We can assess its efficiency and tweak—or overhaul—operations. We will also analyze all facets of the plan to look for compliance problems. And then we’ll report on our findings and fix any issues to mitigate your exposure to risk.
Focused on the Long Run
We’re not a one-and-done shop. We keep the conversation going because businesses evolve and goals change. In other words, we’re here for the long run.
To make sure your plan runs optimally, now and a year from now, our services include scheduled reviews designed to assess compliance and assure efficiency. We’re here to keep an eye on your future.