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Distributions and Account Services Analyst

Loren D. Stark Company

(NV / Hybrid)

Distributions & Account Services Analyst - Las Vegas, Nevada USA (Fulltime, Hybrid) $26.00 Hourly

Employment Type Full-time, Hybrid 

Why Work Here?

“We value experience, the desire to gain knowledge and the motivation to do your best.”

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 a Defined Contributions Compliance Consultant with a High School Diploma and has worked a minimum of five (5) years’ experience.

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.  Second is Courage.  An employee who possesses the courage to proactively seek assistance and actively pursue a better understanding of their job responsibilities is a valuable asset to our organization.

For over a decade, LDSCO employees, supervisors, managers and company leadership have been working from home.  If you're seeking the stability of a legacy family business, a strong sense of connection, consistent full-time work, and abundant opportunity driven by growth — look no further. While we stay productive, we also value a healthy balance between work and personal life. Our culture thrives on constructive dialogue, where employees are empowered to share ideas, offer solutions, and grow alongside the company. Join a team where your voice is heard and your contributions truly make a difference.

Primary Responsibilities:

• Respond promptly and professionally to emails and phone calls from clients, participants, brokers, CPAs, and depositories,
• Process and review participant withdrawals, distributions, and related plan transactions,
• Apply for Employer Identification Numbers (EINs) as needed for new plan setups or administrative purposes,
• Administer missing participant searches and ensure compliance with plan and regulatory requirements,
• Support outsourcing teams with the processing of distributions, loans, and related benefit activities,
• Prepare and maintain Retirement Plan Administration (RPA) Memorandums and related documentation,
• Process Qualified Domestic Relations Orders (QDROs) in accordance with plan provisions and legal guidelines,
• Conduct research and provide analytical support for retirement plan operations and participant inquiries,
• Prepare and reconcile annual IRS forms, including Forms 1099-R, 1096, and 945,
• Manage plan-related applications and ensure timely processing of all submissions,
• Assist clients with Electronic Federal Tax Payment System (EFTPS) transactions and related tax reporting activities,
• Support Form 945 projects, ensuring accuracy and timely completion,
• Electronically file urgent Form 5500 submissions and upload confirmation documents to the company’s website upon compliance consultant approval,
• Assist outsourcing teams with Forms 5500/8955-SSA processing and coordinate with compliance consultants as needed,
• Prepare and support mailing of Form 5558 extensions, including urgent submissions,
• Provide backup support to team members as needed and collaborate to ensure smooth departmental workflow,
• Perform other related duties and special projects as assigned,
• Prepare and issue tax documents, including Forms 1099-R, 945, and 1098,
• Provide distribution documentation as requested for plan audit purposes,
• Coordinate with the depository to ensure accurate and timely completion of transactions,
• Review and verify peers’ work for accuracy and compliance prior to processing.

Secondary Responsibilities:

• Prepare and distribute retirement letters, election form packages, and true-up notifications,
• Conduct follow-up calls for returned mail to obtain updated participant addresses,
• Generate and issue retirement and benefit claim letters (LDSCO and Milliman copies) along with election form,
• Prepare retirement payment final calculation true-up letters (LDSCO and Milliman copies),
• Process Qualified Domestic Relations Order (QDRO) claim letters (LDSCO and Milliman copies) with corresponding election forms,
• Prepare pre-retirement annuity death benefit claim letters (LDSCO and Milliman copies) and associated election forms,
• Set up initial benefit payments (Retirement/QDRO/Death) in accordance with retiree elections, adhering to fixed monthly bank deadlines,
• Process tax withholding updates and direct deposit changes, ensuring timely execution within bank deadlines,
• Administer final calculation true-ups, benefit amount changes, and one-time true-up special payments within required timelines,
• Manage participant address changes and updates,
• Set up retroactive retirement plans and process retroactive special payments,
• Ensure final retirement letters from Milliman are generated, stored, and available for download; notify LDSCO via email,
• Generate and maintain Cost of Living Adjustment (COLA) files (including Social Security numbers) in Milliman site sharing; notify LDSCO upon availability,
• Prepare Employee Benefit Statements for active and deferred vested participants for communication and recordkeeping purposes,
• Maintain and update retiree databases to ensure accurate and secure participant information,
• Generate special reports or statements as requested,
• Perform clerical duties, including copying, scanning, and mailing letters,
• Maintain special invoice backup for client requests,
• Provide notary services as required for official documentation.

Qualifications:

• High school diploma or equivalent,
• Minimum FIVE (5) years of work experience,
• 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.

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.  
• 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.

LDSCO is an Equal Opportunity Employer and 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.

Salary Range: $26.00/Hr.

How to Apply

Qualified candidates please email your resume, and salary expectations Josie Flores, Hiring Manager: josief@ldsco.com

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