Charles Schwab
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions.
What you are good at:
Form 5500 and Form 8955-SSA within the statutory timelines established by the code.
Function as a primary liaison with ERISA Consulting, external clients and Relationship Managers for more complex ERISA Compliance testing issues
Preparing Defined Benefit 5500s and 8955-SSAs plus experience working with complex pension benefit calculations. Effective experience leading large change management initiatives
Partnering closely with Relationship Management and actuarial teams to assist with higher level client issues and to assist with external auditor requests
Serving as direct contact with plan sponsors and their external auditors to add value and retain clients.
Leading efforts to improve, develop, implement training programs and procedures.
Serving as a resource for less experienced staff and complete peer review of assigned work.
Taking on additional project leadership responsibilities.
NOTE: This position will have a start date of April 6th, 2026
What you have To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Required Qualifications:
4-7 years in the qualified retirement plan industry, with significant direct experience in providing ERISA Compliance testing and reporting services
Thorough knowledge of the IRS & DOL Code and Regulations including experience with pension plans
Excellent problem-solving skills, strong verbal and written communication skills, high comfort level with Microsoft Excel, and ability to meet stringent deadlines
Project Leadership
Preferred Qualifications:
Bachelor’s degree in Mathematics with a focus on Actuarial Mathematics
ASPPA QKA, QPA or CPC Designation
Experience with Actuarial Systems Corporation (ASC) Testing\5500 software
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions.
What you are good at:
Form 5500 and Form 8955-SSA within the statutory timelines established by the code.
Function as a primary liaison with ERISA Consulting, external clients and Relationship Managers for more complex ERISA Compliance testing issues
Preparing Defined Benefit 5500s and 8955-SSAs plus experience working with complex pension benefit calculations. Effective experience leading large change management initiatives
Partnering closely with Relationship Management and actuarial teams to assist with higher level client issues and to assist with external auditor requests
Serving as direct contact with plan sponsors and their external auditors to add value and retain clients.
Leading efforts to improve, develop, implement training programs and procedures.
Serving as a resource for less experienced staff and complete peer review of assigned work.
Taking on additional project leadership responsibilities.
NOTE: This position will have a start date of April 6th, 2026
What you have To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.
Required Qualifications:
4-7 years in the qualified retirement plan industry, with significant direct experience in providing ERISA Compliance testing and reporting services
Thorough knowledge of the IRS & DOL Code and Regulations including experience with pension plans
Excellent problem-solving skills, strong verbal and written communication skills, high comfort level with Microsoft Excel, and ability to meet stringent deadlines
Project Leadership
Preferred Qualifications:
Bachelor’s degree in Mathematics with a focus on Actuarial Mathematics
ASPPA QKA, QPA or CPC Designation
Experience with Actuarial Systems Corporation (ASC) Testing\5500 software
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
#J-18808-Ljbffr