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Defined Benefits Combo, Cash Balance Consultant

Loren D. Stark Company (LDSCO)

in Remote / Houston TX

Logo for Loren D. Stark Company (LDSCO)

Fulltime, Remote Work (Work from Home)

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 Combo 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) designations. 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

  • Accurately prepare contribution calculations and valuations for clients,
  • Review client employee census data, optimization of total contribution and compliance testing,
  • Act as the primary point of contact for client contact and correspondence addressing questions and concerns while maintaining the highest possible levels of customer satisfaction,
  • Coordinates and facilitates the welcome meeting with the client and all project team meetings,
  • Review and preparation of Form 5500 and Schedule SB,
  • Perform Annual Testing to demonstrate satisfaction of IRS Coverage and Non-discrimination requirements,
  • Review annual valuations prepared by outsourcing and peers for accuracy,
  • Accurately and timely complete and/or review form 5500 for filing prior to the annual deadline,
  • Arrange and attend client meetings to ensure communication and satisfaction,
  • Develops and executes plans to improve customer satisfaction and overall quality of services,
  • Preparation of projections upon request,
  • Review and recommend plan document changes to accommodate changing client needs or client company demographics,
  • Proactively anticipate plan changes based on participant salaries and demographics to avoid and correct errors,
  • Assist the Trust Accountants with client questions,
  • Assist the Data Collections team with acquiring information,
  • Identify gaps and facilitate training within the team,
  • Communicate plan issues inter-departmentally,
  • Act as a back-up for team members,
  • Minimal travel is required,
  • Additional duties as assigned

Qualifications

  • Bachelor's degree in accounting, finance, business administration, or equivalent business experience,
  • Ten years of experience working as a Compliance Consultant or closely related capacity,
  • Extensive client management experience with a proven history of retention and client satisfaction,
  • Advanced knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and related regulations,
  • Must have the ability to read and comprehend plan documents,
  • Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations,
  • The ability to clearly and concisely articulate retirement terminology to clients,
  • Must possess understanding of integral part and aspects of Retirement Plans with a special inference on 401(k) or Defined Benefits Plans.
  • Must possess the ERPA, or QKA, QKC, QPA or be enrolled in and actively pursuing the designations,
  • Team oriented attitude a willingness to help others achieve,
  • Strong knowledge of English grammar, composition, spelling and punctuation,
  • Ability to analyze data, determine root cause, and provide and/or develop an appropriate solution for resolution,
  • 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,

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:

  • 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

Interested candidates send resume to hiring manager at jeanv@LDSCO.com.


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