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Distributions Analyst

Loren D. Stark Company (LDSCO)

in Telecommute / Houston TX

Logo for Loren D. Stark Company (LDSCO)

Job purpose

The position will manage communications with clients, participants, brokers, CPAs and depository’s in a timely and professional manner.  Process and review withdrawals, assist outsourcing with distribution and loan procedures, and administer memorandums.    

Our ideal candidate would have a minimum 2 plus years’ as a Distributions and Loans Processor in the retirement/pension industry experience with a minimum High School Diploma.  Completion of ASPPA Retirement Plan Fundamentals (RPF) is a plus. 

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

  • Handle E-mails & Phone Calls from clients, participants, brokers, CPA’s, depository’s,
  • Process and review the withdrawals,
  • Apply for Employee Identification Numbers (EIN),
  • Administer Missing Participant searches,
  • Assist outsourcing with distributions and loans,
  • Administer Retirement Plan Administration (RPA) Memorandum’s,
  • Process Qualified Domestic Relations Order (QDRO),
  • Conduct research for retirement plans,
  • Prepare Form 1099-R, Form 1096 and Form 945,
  • Manage applications for processing,
  • Assist clients with Electronic Federal Tax Payment System (EFTPS), tax reporting,
  • Help with Form 945 Projects,
  • Electronically file Form 5500s that are classified urgent,
  • Upload filing confirmation of Form 5500s on company’s website, when compliance consultants signed the Form 5500,
  • Assist outsourcing with Form 5500s/8955s,
  • Assist our compliance consultants with Form 5500s occasionally,
  • Help outsourcing mail the Form 5558s,
  • Prepare Form 5558s that are classified urgent
  • Act as a back-up for other team members,
  • No travel required,
  • Additional duties may be assigned

Qualifications

  • High School Diploma or GED Equivalent,
  • Two years of experience in retirement industry,
  • Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations,
  • Must have proven success regarding client satisfaction and work production,
  • Team oriented attitude a willingness to help others achieve,
  • Strong knowledge of English grammar, composition, spelling and punctuation,
  • Computer proficiency and a strong command of the Microsoft suite of products,
  • Advanced customer service skills including appropriate business etiquette in all dealings,
  • Excellent communication skills, including verbal, written, interpersonal and presentation skills,
  • Willingness to take on new duties and responsibilities as requested,

Working conditions

This position is remote, meaning that candidate is someone who is employed by the company, but works outside of a traditional office environment.  Most candidates work from home.  Candidate will work standard office hours, which are 8:00 a.m. to 5:00 p.m. Monday to Thursday and 8:00 a.m. to 2:00 p.m. on Fridays with a few minor variations due to business needs and projects.

Physical requirements

The physical demands of the job include sitting for long periods of time, typing, visually reviewing data on a computer screen/monitor. 

LDSCO offers a challenging and rewarding work environment supported by a total compensation program that includes:

  • Competitive Base Salary,
  • Full Benefits Package (Medical, Dental, Vision, Life, and Cafeteria Plans),
  • Paid Leave (Vacation, Personal Day, Holidays and Fun Days),
  • Retirement Plan 401K and Safe Harbor Contribution,
  • Personal and Professional Development,
  • Rewards and Recognition Program,
  • Entrepreneurial Culture,
  • Strong Team Environment with Social and Team Building Activities.

LDSCO is an Equal Opportunity Employer.

How to Apply

Candidates are welcomed to forward resumes to jeanv@LDSCO.com


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