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Retirement Plan Documents Specialist

Loren D. Stark Company (LDSCO)

in Remote / Houston TX

Logo for Loren D. Stark Company (LDSCO)

Retirement Plan Documents Specialist (Work from Home)

 

Employment Type

Full-Time Exempt

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

Job purpose

Loren D. Stark Company (LDSCO) is currently seeking an experienced and self-motivated Retirement Plan Documents Specialist to join our team of experts. We value experience, the desire to gain knowledge and the motivation to do your best. This is an excellent opportunity to join with a team-orientated culture that offers enrolled actuaries early responsibility.   

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:

  • Plan installation: 
    • Review information/documentation provided by the sales team when a plan is sold,
    • Prepare instructions to initiate work for all departments using Access database, Retirement Plan Administrator (RPA), which includes sending tasks through RPA to each department and creating the client folder with necessary sub-folders, and saving all information/documentation to said folder,
  • 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. 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 updating the financial institution with amended change once documentation is returned executed by client. All must be done in a timely manner, as per internal deadlines,
  • Document/Amendment Signature Pages:  Work with internal resources to ensure receipt of executed documents/amendments, follow up on missing signatures, and close out any task within our database so that unnecessary follow ups with the client do not occur,
  • 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,
  • 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,
  • Low travel, if any, due to COVID-19, non-essential travel has been suspended until further notice. 

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

  • Bachelor's degree preferred,
  • American Society of Pension Professionals & Actuaries, Qualified 401(K) Administrator (QKA) designation preferred,
  • 3 -5 years 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,
  • Team oriented attitude and 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, especially Word,
  • Familiar with FIS Relius/Datair systems and documents, including but not limited to, Volume Submitter and PPD,
  • Advanced customer service skills including appropriate business etiquette in all dealings,
  • Excellent communication skills, including verbal, written, interpersonal and presentation skills,
  • Ability to effectively plan and assign work and supervise support staff,
  • Willingness to take on new duties and responsibilities as requested,

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 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

Email your resume to Hiring Manager, josief@ldsco.com


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