Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Plan Administrator

BlueStar Retirement Services Inc.

BlueStar Retirement Services Inc. logo

Enrolled Actuary

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Client Success Specialist

Ubiquity Retirement + Savings

Ubiquity Retirement + Savings logo

Retirement Plan Administrator

Carpenter Morse Group Inc.

Carpenter Morse Group Inc. logo

Enrolled Actuary

(Remote / NJ / PA)

SPS logo

Customer Experience Specialist

AimPoint Pension

AimPoint Pension logo

Defined Contributions Consultant

Loren D. Stark Company (LDSCO)
(Remote / Houston TX)

Loren D. Stark Company (LDSCO) logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Defined Contribution Plan Administrator

PPS Pension Services
(Remote / Williamsville NY)

PPS Pension Services logo

Distribution Specialist

Carpenter Morse Group
(Remote / Longwood FL)

Carpenter Morse Group logo

Retirement Plan Consultant

Multnomah Group, Inc.

Multnomah Group, Inc. logo

Saver Success Specialist

Ubiquity Retirement + Savings

Ubiquity Retirement + Savings logo

Retirement Plan Consultant

Cetera Retirement Plan Specialists

Cetera Retirement Plan Specialists logo

Non-Qualified Retirement Plan Administrator

The Hebets Company, NFP
(Remote / Phoenix AZ)

The Hebets Company, NFP logo

Sr Recordkeeping Specialist

BlueStar Retirement Services, Inc

BlueStar Retirement Services, Inc logo

DC Plan Administrator

Heritage Pension Advisors, Inc.
(Commack NY)

Heritage Pension Advisors, Inc. logo

Conversions Specialist

BlueStar Retirement Services, Inc.

BlueStar Retirement Services, Inc. logo

Implementation Specialist

Ubiquity Retirement + Savings

Ubiquity Retirement + Savings logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Defined Contributions Consultant

Loren D. Stark Company (LDSCO)

in Remote / Houston TX

Logo for Loren D. Stark Company (LDSCO)

Defined Contributions Consultant (Work from Home)


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 Contributions Consultant with a Bachelor’s Degree with designation as a Qualified 401(k) Administrator (QKA) and Qualified 401(k) Consultant (QKC) designation. 

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.

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

Essential Functions and Duties:

Maintain relationships and consult with assigned clients to manage the completion of annual plan administration or special projects as defined in scope of services,

  • Work closely with Plan Sponsors, Record-keepers, Financial Institutions and Auditors to deliver practical solutions to help clients maintain their qualified plans,
  • Review, interpret and advise on Plan Documents, Amendments, Notices and Summary Plan Descriptions,
  • Consulting on issues related to IRS and ERISA compliance,
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested to manage profitability of assigned workload,
  • Assist with proposals and new client conversions,
  • Complete or review all aspects of Annual Plan Administration including:
    • Employee data reconciliation,
    • Contribution/allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing and New Comparability,
    • ADP/ACP, Coverage, Top Heavy, Non-discrimination and other advanced Compliance Testing, including corrections of ADP/ACP Testing and Projected Testing,
    • Trust Accounting preparation and reconciliation,
    • Compliance Reports,
    • Governmental Filings such as Forms 5500, 8955-SSA, 5330, 1099-R / 1096 and 945,
    • Audit Support for Large Plans,
    • Calculation of Corrective Contributions and Distributions, including VCP and SCP filings,
    • Preparation and review of distributions and loans,
    • Maintain documentation of Client communications.
  • Assist with other functions relating to the administration of qualified contribution plans,
  • Perpetually build knowledge base to strengthen area of expertise,
  • Maintain systems proficiency to enhance client services delivery,
  • Manage productivity goals for team and company deadlines.  Facilitate 30-day completion and communication of Contribution Calculation letter to client,
  • Prove consistent production standards of the above two items by December 31st,   
  • Communicate potential concerns to Team Leader and Operations Manager,
  • Perform Annual Compliance Testing to demonstrate satisfaction of IRS regulations,
  • Review annual valuations prepared by outsourcing and/or team members 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,
  • Develop and execute plans to improve customer satisfaction and overall quality of services,
  • Assist the Trust Accountants with client questions,
  • Assist the Data Collections department with acquiring information and coordinate with our Data Collections department mail-outs for plans,
  • Communicate plan issues inter-departmentally,
  • Proactively communicate outstanding invoices of 90 days or more to client(s) during the course routine interaction,
  • Provide technical guidance and direction,
  • Act as a back-up for team members,
  • Track jobs in Retirement Plan Administrator system (RPA) for timely completion,
  • Provide recommendations on suitable billing to be coordinated with Chief Financial Officer,
  • Additional duties as assigned,
  • Low travel, if any, due to COVID-19, non-essential travel has been suspended until further notice.


  • Bachelor's degree or equivalent business experience,
  • Eight 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 contribution plans.
  • Must possess a QKA designation or be enrolled in and actively pursuing the designation,
  • Team oriented attitude and 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,

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 Vacation, 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. 

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. 

How to Apply

Qualified candidates please email your resume, and salary expectations to Jean Victorillo, Hiring Manager at

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2021, Inc.