Retirement Plan Documents Specialist (Work From Home)

Retirement Plan Documents Specialist (Work from Home)    $68,500 - $74,500

Loren D. Stark Company (LDSCO) in Remote (Work from Home)  

Benefits Offered

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

Compensation

Salary Range $68,500 - $74,500

Bonus – Annual Standard Bonus

Employment Type

Full-Time Exempt

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

Job purpose

Join Our Team as a Retirement Plan Documents Specialist at Loren D. Stark Company (LDSCO).  Are you an experienced and self-motivated professional? Loren D. Stark Company (LDSCO) is actively seeking a skilled Retirement Plan Documents Specialist to join our team of experts. At LDSCO, we highly value both your expertise and your commitment to continuous learning and excellence. 

Experience the LDSCO Difference: A Decade of Remote Excellence. 

For close to a decade, the dedicated individuals at LDSCO, spanning from employees and supervisors to managers and company leadership, have seamlessly embraced the work-from-home culture. If you're seeking a professional haven that embodies stability, family values, and an enviable work-life balance, your search ends here.

Why Choose LDSCO?

Stability at Its Core: LDSCO stands as a testament to enduring stability, providing a robust and reliable environment for your professional journey.

Family-Oriented Atmosphere: Join a workplace that values the essence of family, fostering a supportive and collaborative environment among its members.

Work-Life Harmony: We understand the importance of a harmonious work-life balance, and at LDSCO, it's not just a promise—it's a practice.

Permanence You Can Rely On: LDSCO is not just a workplace; it's a permanent commitment to your professional growth and well-being.

If you're ready to embark on a career journey with a company that values longevity, family, and work-life balance, LDSCO eagerly awaits your application.

Discover a work environment where permanence meets excellence.

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,
• Additional Responsibilities - In addition to the outlined scope of duties and requirements for the position, there may be other tasks assigned as necessary. Your flexibility and adaptability in undertaking these additional responsibilities are crucial to ensuring the overall success and effectiveness of your role.
• Embrace the opportunity to contribute beyond the defined parameters, showcasing your versatility within the dynamic landscape of your responsibilities.
• Minimal Travel, COVID-19 Considerations - In light of the ongoing impact of COVID-19, our commitment to prioritizing the safety of our employees remains unwavering. While we recognize that the pandemic has subsided, ensuring the well-being of our team is paramount. Consequently, we are minimizing travel, if any, and will continue to assess the necessity of non-essential travel. Rest assured, we are diligently monitoring the status of all virus types to make informed and responsible decisions aligned with the health and safety of our workforce.  Your safety is our foremost concern, and we are dedicated to maintaining a secure and healthy work environment.

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

• Preferred qualification: Bachelor's degree,
• Preferred certification: American Society of Pension Professionals & Actuaries, Qualified 401(K) Administrator (QKA),
• 3-5 years of advanced expertise in the Employee Retirement Income Security Act of 1974 (ERISA) and related regulations,
• Proficient in reading and comprehending Plan Documents,
• Strong attention to detail, ability to prioritize, manage tasks, and meet deadlines in alignment with business operations,
• Clear and concise articulation of retirement terminology to clients,
• Team-oriented attitude with a commitment to supporting others in achieving goals,
• Proficient in English grammar, composition, spelling, and punctuation,
• Computer proficiency, particularly in the Microsoft suite, especially Word,
• Familiarity with FIS Relius/Datair systems and documents, including Volume Submitter and PPD,
• Advanced customer service skills with a focus on appropriate business etiquette,
• Excellent communication skills, encompassing verbal, written, interpersonal, and presentation abilities,
• Effective planning, assigning work, and supervising support staff,
• Willingness to embrace new duties and responsibilities upon request.

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.