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.

They will:

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

we will introduce you to your dedicated retirement plan consultant
and client experience specialist

who will manage the ongoing operation of your plan.

One-size-fits-all never fits everyone.

AimPoint Pension specializes in custom retirement plan design. And we’re good at it because we don’t use a one-size-fits-all approach. Every client is different, every business unique, and the retirement plan that fits one well won’t be such a great fit for another. 

Our aim is to find a solution that meets your goals and expectations.

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?

The answers to these questions will result in a plan built to fit—now and tomorrow.

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.

We’re successful when you reach your goals.