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Retirement Plan Documents Specialist

Loren D. Stark Company

(Remote / Houston TX)

Benefits Offered

• Health, Dental Vision, Cafeteria Plans, Life, 401K

Compensation

• Salary $62,500 with monthly bonus and annual standard bonuses

Employment Type

• Full-Time Exempt

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

Anticipated Close/Fill Date: 10/31/2026 or until filled.
Anticipated Close/Fill Date indicates that while we have a target date in mind, we will begin reviewing applications immediately and may stop accepting them, as soon as a qualified candidate is found.

Job purpose

LDSCO is looking for an experienced, driven, and detail-oriented, Retirement Plan Documents Specialist, to become an integral part of our growing team. If you thrive on solving complex retirement plan challenges, enjoy continuous learning, and take pride in delivering exceptional work, we'd like to hear from you.

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.

Essential Functions and duties:

• New Plans: Review and correct documents for newly sold plans based on plan specifications provided by sales staff, in a timely manner as per internal deadlines. Review email for document delivery to client. Prepare hard copies when needed/requested,
• Takeover Plans: Prepare restated plan document based on document provided from prior firm, and any plan specifications provided by sales staff, for review in a timely manner as per internal deadlines. Identify protected benefits as appropriate and share updates to plan design as needed. Make corrections as necessary and review email for document delivery to client. Prepare hard copies when needed/requested,
• Amendments/Restatements: Work with internal resources to prepare any necessary documentation to amend plans as requested by the client. This will include working with other internal partners to help to ensure operational alignment with the financial institution regarding amended change once documentation is returned executed by client. All must be done in a timely manner, as per internal deadlines,
• Required Notices: Prepare, review and deliver required notices (safe harbor and auto enroll) to client timely as per the IRS/DOL deadlines.
• “Document Staff” Emails: Respond to all internal and external emails addressed to the Document Staff email box,
• Serves as technical resource for Consultants,
• Provide superior customer service, including problem solving with minimal inconvenience to clients,
• Provide effective and timely, both verbal and written, communications in a clear, concise and informative written manner,
• Assists the client with all initial and ongoing plan design and document support,
• Maintains up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions,
• Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients,
• Partner with internal colleagues to provide the best outcomes for the business and our on-going clients,
• Provide support for document-related Legislative updates and Cycle Restatements as needed,
• Responsible for protecting, securing, and proper handling of all confidential data held by LDSCO to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to LDSCO or our clients,
• Other duties as assigned within the scope of responsibilities and requirements of the job,
• Secondary Responsibilities:
• Assists in-house attorney with audits (IRS/DOL/PBGC) when necessary,
• Assist assigned consultants in administering plans and responding to clients regarding their plans (i.e. – conference calls, email chains, etc.),
• Provide training on as needed basis to small groups or individuals.

Qualifications

• High school diploma or GED required,
• ASPPA Qualified 401(k) Administrator (QKA) designation preferred,
• Minimum three (3) years of experience in ERISA, retirement plan administration, and plan document interpretation,
• Minimum three (3) years of experience with a Third-Party Administrator (TPA),
• Working knowledge of retirement plan documents, FIS Relius and/or Datair, and Microsoft Office Suite,
• Excellent written, verbal, and interpersonal communication skills,
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities and meet deadlines,
• Ability to explain complex retirement plan concepts in a clear and professional manner,
• Strong customer service skills with a professional, client-focused approach,
• Team-oriented with the ability to collaborate effectively, supervise support staff, and adapt to changing priorities.

Working conditions

The position is a Work from Home employment. LDSCO does not practice “remote work”; rather we promote and exercise “Work from Home”. To ensure the continued success of LDSCO’s day-to-day operations and safeguard of confidential and sensitive information from our clients, LDSCO employees work from home, employees provide internet services to manage internet service protocols and safeguards and LDSCO monitors a single IP address to monitor server protocols and safeguards while using two-factor authentication. Business office hours are 8:00 am to 5:00 pm Monday thru Thursday and 8:00 am to 2:00 pm on Fridays.

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

• Competitive Base Salary, with standard annual bonuses and performance incentive programs,
• Full Benefits Package which include Health, Dental, Vision, Life and Accident insurance, and Cafeteria Plans,
• Paid Leave such as Paid Time Off (PTO), a Personal Day, Holidays and Fun Day Program,
• Retirement Plan 401K, Safe Harbor Contribution, and Employee Stock Ownership Plan,
• Professional Development and Continued Education Expense Reimbursement,
• Rewards and Recognition Program,
• Entrepreneurial Culture,
• Strong Team Environment with Social and Team Building Activities.

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.

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.

How to Apply

Qualified candidates should submit resume to josief@LDSCO.com 

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