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Senior Defined Benefit Consultant

Loren D. Stark Company (LDSCO)

in Remote

Logo for Loren D. Stark Company (LDSCO)

Work From Home) $109k - $115k

Job Purpose

Embark on an exciting career journey by becoming a vital member of our dynamic team as a Senior Defined Benefit Consultant with a specialization in Defined Benefit, Cash Balance, and 401(k) Plans. As a key player in this pivotal role, you will play a crucial part in offering expert guidance to employers and plan sponsors, ensuring their retirement plans are managed with precision and care.

Going beyond the confines of traditional compliance consultancy, this position places a premium on the art of cultivating and sustaining meaningful client relationships. Your impact will extend far beyond the numbers, as you forge strong connections and deliver unparalleled service to our valued clients in the intricate landscape of retirement planning. Join us in shaping the future of financial well-being for both employers and employees alike.

We are in search of an exceptional candidate, one who can showcase a proven history of delivering exceptional customer service, client retention, a competitive edge, and innovative problem-solving skills. Preference will be accorded to candidates with a background in advising high net worth business owners. If you are prepared to bring your talents to a forward-thinking team and leave a lasting mark in the realm of retirement planning, we welcome you to apply for this thrilling opportunity. Your expertise can make a significant difference, and we look forward to considering your application.

At LDSCO, our success is anchored in meticulously crafted strategies designed to achieve our goals. Yet, we recognize that enduring success hinges on our unwavering commitment to a set of core values. Foremost among these is Honesty, a cornerstone guiding all facets of our conduct. This involves upholding integrity in our external interactions with customers, clients, and competitors, as well as fostering a culture of transparency in our internal dealings with staff.

Secondly, we place a premium on Courage. We value employees who display the courage to proactively seek assistance and actively pursue a deeper understanding of their job responsibilities. Such individuals become invaluable assets to our organization, contributing not only to their personal growth but also enhancing the collective strength of our team. At LDSCO, we believe in aligning our actions with our values, fostering a culture where integrity and courage pave the way for sustained success.

For nearly a decade, LDSCO employees, supervisors, managers and company leadership have been working from home.  If you are interested in a stable family orientated company with a desirable work-life balance and a permanent employer, look no further.  
 

Primary Responsibilities

Client Relationship Management:

  • Serve as the primary liaison for 125 client contacts overseeing 250 plans, committed to maintaining exceptional customer satisfaction. Address inquiries and concerns with promptness and precision, ensuring a seamless and positive client experience,
  • Take a proactive approach by organizing a minimum of two client meetings annually, strategically designed to foster and fortify relationships,
  • Strategically devise and implement plans to elevate customer satisfaction and enhance overall service quality,

Plan Compliance and Management:

  • Lead the facilitation of contribution calculations for clients, orchestrating seamless coordination with back-office support,
  • Meticulously review and prepare Form 5500 and Schedule SB, while conducting annual testing for a range of plans,
  • Provide insightful recommendations for plan document changes to accommodate evolving client needs or shifting demographics,

Communication and Collaboration:

  • Participate actively in all team and department meetings, promoting a collaborative environment and open communication,
  • Serve as a reliable backup for team members, effectively communicating plan issues across departments to ensure seamless coordination,

Continuous Improvement and Development:

  • Identify areas for improvement and provide support to team members in their training endeavors, fostering continuous growth and development,
  • Stay abreast of current ERISA legislation through a combination of self-directed learning initiatives and company-sponsored training programs,
  • Execute additional responsibilities as delegated by management,
  • Minimal travel, if at all.

Qualifications

  • Proven success thriving in highly competitive environments.
  • Hold a Bachelor's degree in mathematics, a related field, or possess equivalent business experience.
  • Bring a minimum of five years of experience in a compliance consultant role or a related capacity.
  • Showcase proficiency in financial data analysis, with a distinct preference for individuals experienced in Cash Balance Plans.
  • Demonstrate meticulous attention to detail while effectively managing multiple tasks concurrently.
  • Exhibit extensive experience in client management, backed by a track record of both retention and high satisfaction.
  • Display advanced expertise in ERISA and related regulations.
  • Possess the capability to read and comprehend retirement plan documents effectively.
  • Embrace a robust team-oriented attitude, demonstrating a proactive willingness to assist others and excelling in communication skills.
  • Showcase strong computer proficiency, including mastery of the Microsoft Suite. Your expertise is not just welcomed; it's essential for our continued success. Join us and contribute to a team where your skills make a significant impact.

Working conditions

The position entails remote employment, and at LDSCO, we emphasize and encourage a "Work from Home" approach rather than merely practicing "remote work." In order to uphold the ongoing success of LDSCO's daily operations and to ensure the protection of confidential and sensitive client information, our employees work from home. They are responsible for providing their internet services, managing internet service protocols and safeguards, while LDSCO monitors a single IP address to oversee server protocols and safeguards, all within the framework of a robust two-factor authentication system.

Our business office operates during standard hours, from 8:00 am to 5:00 pm Monday through Thursday, and from 8:00 am to 2:00 pm on Fridays. This arrangement allows our team to maintain a structured and efficient workflow while adhering to a flexible and accommodating work-from-home model.

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

  • Competitive Base Salary, with standard annual bonuses, and monthly incentive bonuses,
  • Full Benefits Package which includes Company Paid Employee Health Insurance, Voluntary Dental, Voluntary Vision, Voluntary Additional Life and Accident insurance, and Cafeteria Plans,
  • Paid Leave such as Paid Vacation, a Personal Day, Holidays and Fun Day Program,
  • Employer sponsored 401(k) plan with a 3% Safe harbor contribution.  In addition, to an Employer Stock Ownership Plan, 
  • Offer Company Paid Professional Development and Continued Education Expenses,
  • Performance Recognition and Awards Programs,
  • Flexible work arrangements to include compressed work week,
  • Entrepreneurial Culture,
  • Strong Team Environment with Social and Team Building Activities,
  • Employee perks such as company discounts and company sponsored events.

These components, when combined, make up the total compensation package offered at LDSCO. 

Diversity creates a healthier atmosphere: LDSCO is an Equal Opportunity Employer.  In addition, LDSCO will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation imposes an undue hardship on the operation of our business. 

At LDSCO, our people are the heart of the company and our number one asset.  We are committed to providing safe working conditions at all of our locations and have invested heavily in measures aimed at keeping employees healthy during the COVID-19 pandemic. 

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, Oklahoma and North Carolina. 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.

Skills

Adobe Acrobat                                            Actuarial Systems Corporation (ASC)

Portable Document Format (PDF)                FT Williams (5500 Forms)

Document Review                                       Relius (Plan Documents)

Document Distribution                                Microsoft Office (Excel) * Note we

use Windows 2016

Document Installation

Data Management

Regulatory Compliance

Microsoft Office (Excel) * Note we use Windows 2016

Internal Revenue Service

Compliance Auditing

Customer Service

Employee Retirement Income Security Act (ERISA)

New Plans

Takeover Plans

Amendments

Restatements

Pension Protection Act

Annual Notices

How to Apply

Qualified candidates, please email your resume and salary expectations to Josie Flores, Hiring Manager at josief@LDSCO.com


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