Count on us to optimize your retirement plan.

AIMING YOUR
RETIREMENT FOR SUCCESS

 
 
 
 

We will assess, evaluate, and
custom-design a plan to reach your goals.

MANY PLANS DON'T
ACHIEVE THE DESIRED RESULT

 
 
 

Count on us to optimize
your retirement plan.

AIMING YOUR
RETIREMENT FOR SUCCESS

 
 
 

We will assess,
evaluate, and design a
custom plan to reach your goals.

MANY PLANS DON'T ACHIEVE
THE DESIRED RESULT

We know you have a business to run and you don’t want to be a retirement plan expert. The AimPoint Pension experts invite you to experience a different approach.

The Right Plan Design.

Managed the Right Way.

Monitored for Success.

The Right Plan Design

Whether you’re thinking about starting a plan or already have an established plan, our process is the same. We will assess your situation, evaluate your workforce and business, identify your tax and savings goals—and only then—craft a custom plan design optimized to help you reach your goals.

You deserve a plan that fits you.

Managed the Right Way

Clients often tell us they’re frustrated with rushing on last minute details, IRS filings, or data gathering.

We do it differently.

You will be assigned a dedicated customer service manager and a compliance expert who, together, proactively manage your plan to remove the stress and uncertainty of sponsoring a retirement plan.

Count on us to tend to all the details so you can focus on running your business.

You can relax knowing your retirement plan is operating efficiently and correctly.

Monitored for Success

We understand that your business will evolve.

Your goals will change. So, it only makes sense that your retirement plan should evolve, too. Your dedicated AimPoint Pension expert will provide an annual analysis and review against your current situation and will recommend plan design modifications to keep you on track.

If you’re looking for a team of experts to design a retirement plan, manage the details and understand your business, you’re looking for AimPoint Pension.

Let’s get acquainted.