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in Houston TX / Telecommute
Job Purpose
The position will advise an employer or plan sponsor in matters relating to retirement plans, review and analyze retirement plan documents, prepares and manages plan and funding documents related to retirement. Our ideal candidate would be an experienced Defined Benefits Consultant with a Bachelor’s Degree in Accounting with certifications as a Enrolled Retirement Plan Agent (ERPA) or Qualified 401(k) Administrator (QKA), and Qualified Pension Administrator (QPA). Cash Balance Plan experience is required.
LDSCO has well-defined strategies to meet our goals. However, success cannot be sustainable unless we commit to and work according to our values. First among these is Honesty in all aspects of our conduct. This includes acting with integrity in how we run our business, both with respect to our external dealings with customers, clients and competitors and in our internal dealings with our staff.
Job Description
Qualifications
Working conditions
The position is generally performed in a standard office environment. The office is climate controlled and there is little to no exposure to the elements. The standard office hours are 8:00 am to 5:00 pm Monday thru Thursday and 8:00 am to 2:00 pm on Fridays with a few minor variations due to business needs and projects. Travel may be required to conduct due diligence for possible acquisitions.
Physical requirements
The physical demands of the job include sitting for long periods of time, typing, visually reviewing data on a computer screen/monitor, standing, squatting, kneeling, bending, lifting and carrying files, office supplies, boxes of paper and office related items up to 40 lbs.
LDSCO offers a challenging and rewarding work environment supported by a total compensation program that includes:
LDSCO is an Equal Opportunity Employer.
About Loren D. Stark Company:
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting firm, has developed a close relationship with the business
community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees.
LDSCO believes that the
selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an
employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New
Comparability, Integrated allocation features, as well as Defined Benefit plan designs.
The LDSCO Staff of Actuaries, Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan
Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature
ready Form 5500.
LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.
Candidates may apply using the following Zip Recruiter link: https://www.ziprecruiter.com/job/04e34262 or candidates are welcomed to forward resumes to JeanV@LDSCO.com.