Loren D. Stark Company
Byron Echeverria serves as the Regional Vice President at Loren D. Stark Company since May 2022, collaborating with CPA’s, Attorneys, and Financial Professionals to design and implement effective retirement plans. Prior experience includes positions as a Sales Associate and Sales Consultant at Insperity, where Byron focused on retirement services, and as a Retirement Plan Consultant at Slavic 401k. Additional roles encompass a Senior Registered Associate Financial Planning Associate at Morgan Stanley Wealth Management, a Registered Client Service Associate at UBS Financial Services, and an Account Executive at APS Financial. Byron's early career included a District Executive role with Boy Scouts of America and a Finance Research & Teaching Assistant position at BYU Hawaii, complemented by a BS in Finance from Brigham Young University–Hawaii and a CFP® certification from Rice University.
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Loren D. Stark Company
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. 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 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.