Our Team
A Commitment to Service
You have a dedicated team of professionals to serve you and your retirement plan needs. This means you will speak to us directly, not a Bot! We have answers to all your retirement plan questions, such as regulatory updates, plan design review, and optimizing benefits.
Your AimPoint Pension team is committed to serving you.
We Serve Clients Nationwide
With Our Coast-to-Coast Team
Office Map
Click on the map to see our office locations.
Florida
Boynton Beach, FL
Deltona, FL
Hernando, FL
Hollywood, FL
Inverness, FL
Lighthouse Point, FL
Pompano Beach, FL
Royal Palm Beach, FL
Tarpon Springs, FL
Wellington, FL
West Palm Beach, FL
New Hampshire
Deering, NH
Derry, NH
Michigan
Commerce Township, MI
Livonia, MI
New York
Massapequa, NY
Texas
Lubbock, TX
Alabama
Mobile, AL
Spanish Fort, AL
Sylacauga, AL
Kentucky
Berea, KY
Pennsylvania
Ottsville, PA
Wexford, PA
Oregon
Eugene, OR
California
Fair Oaks, CA
Ione, CA
Utah
Draper, UT
Kansas
Lorraine, KS
Minnesota
Deerwood, MN
Minneapolis, MN
Iowa
Swaledale, IA
Missouri
Lake St Louis, MO
Kansas City, MO
Ohio
Cincinnati, OH
Hamilton, OH
New Lebanon, OH
Mississippi
Sumrall, MS
Meet Our
Leadership Team
Mike Mulka
RPA
Founding Partner
Jessica Wickline
ERPA, CPC, QPA, QKA
Director of Operations
Jason Davis
ERPA, QPA
Managing Partner
Dakota Golaszewski
Manager of Defined Benefit Services
Experience Delivers Value
Your AimPoint Pension team plays a vital role in helping you navigate the complexities of managing your retirement plan by ensuring plan compliance, optimizing plan performance, and promoting positive participant outcomes.
Each of the following teams specialize in critical operational areas that support our ongoing relationship with you and your plan.
Client Service Consultants
Client Service Consultants (CSC) serve as your primary contact. We are dedicated to providing you responsive and personalized service. If we don’t have the answer immediately, we possess the expertise to locate it. The CSC maintain extensive contacts with major investment companies, ensuring you have access to a wealth of valuable resources.
Business Development Consultants
Business Development Consultants (BDC) work with you to figure out the best way to start a new retirement plan or improve your current plan design. We will explain how different plan designs work and analyze costs vs benefits. We provide expert guidance through the complexities of retirement planning. We help you make informed choices and create customized solutions that fit your goals.
Plan Document Consultants
Plan Document Consultants (PDC) collaborate to design each retirement plan tailored to your specific needs and objectives. We draft your plan document and any required or discretionary amendments. We stay updated on regulatory changes to ensure your document reflects relevant updates and takes advantage of available options to optimize your plan.
Implementation Consultants
Implementation Consultants (IC) oversee the onboarding process for newly established or existing retirement plans. We bridge the gap by communicating with you, your financial professionals, and all involved service providers to enable a seamless transition from inception to operation. We may also assist in plan design and employee communication during the initial stages of plan setup.
Retirement Plan Consultants - Defined Contribution & Defined Benefit
Retirement Plan Consultants (RPC) are compliance experts, ensuring your retirement plan meets all regulatory requirements. We conduct necessary testing and assist with government reporting. Should your plan require a correction to bring it back in compliance, we will evaluate and provide you solutions. With industry-leading credentials, we offer pro-active guidance and expert advice to deliver peace of mind.
Quality Assurance Consultants
Quality Assurance Consultants (QAC) support the highest standards of quality across various aspects of operations. We bring a wealth of experience and industry-specific credentials, enabling us to identify and address even the most intricate issues that may arise. Whether it’s communication, annual compliance, or plan failures, we are dedicated to ensuring the delivery of the highest quality results.
Loan & Distribution Consultants
Loan & Distribution Consultants (LDC) are experts in interpreting your plan documents to determine the available withdrawal options. We review permissibility for requested loans or distributions based on plan criteria. Additionally, we facilitate mandatory distribution options to ensure plan health is maintained.
Internal Teams
Your data is important. We have in-house technical specialists as well as third-party cyber security firms to provide protection for your data. Our security measures protect sensitive data by mitigating cyber threats and preventing data breaches. We also have an accounting & billing team who are responsible for ensuring that your invoices are correct and delivered in a timely manner. We maintain your records in accordance with all cyber security requirements.
With AimPoint Pension as your plan administrator, you’ll have a dedicated team of professionals available to answer your questions and solve your problems.
