Project overview
About the Role 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 Bachelor’s Degree, and with a current, active designation as a Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC), Qualified 401(k) Specialist ((QKS) designations from American Society of Pension Professionals and Actuaries (ASPPA), has worked a minimum of seven (7) years’ experience as a compliance consultant, and experience working at a Third Party Administrator (TPA). 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 youre 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. Key Responsibilities Foster and sustain relationships with designated clients, overseeing the timely completion of annual plan administration or specialized projects within defined scopes of service. Collaborate closely with Plan Sponsors, Record-keepers, Financial Institutions, and Auditors to offer practical solutions, ensuring clientsqualified plans remain compliant and optimized. Analyze, interpret, and provide expert advice on Plan Documents, Amendments, Notices, and Summary Plan Descriptions, ensuring clarity and compliance at all stages. Manage a minimum of 150 plans, with potential for growth to 200 over time. Efficiently oversee plan management while delivering exceptional customer service to each client. Conduct thorough reviews of work completed by external consultants, ensuring accuracy and adherence to quality standards through robust review processes. Offer consulting expertise on matters concerning IRS and ERISA compliance, providing insightful guidance to clients to navigate regulatory requirements effectively. Adhere to engagement budget constraints and timelines, prioritizing tasks to optimize profitability while delivering high-quality service. Support business growth by contributing to proposal development and facilitating smooth transitions for new clients. Oversee or conduct comprehensive Annual Plan Administration tasks, encompassing: Employee data reconciliation. Calculations for contributions and allocations, covering various scenarios such as Employer Match, Safe Harbor, Top Heavy, Profit Sharing, and New Comparability. Advanced Compliance Testing, including ADP/ACP, Coverage, and Non-discrimination testing, with a focus on accuracy and corrective actions when necessary. Preparation and reconciliation of Trust Accounting, ensuring ... (Description has been truncated due to length limits)