Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. 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. This role is critical for ensuring compliance and client satisfaction.

Responsibilities

• Prepare ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, Form 5500 and Form 8955-SSA within statutory timelines.
• Perform tests on the largest/most complex plans and act as a primary liaison with ERISA Consulting, external clients, and Relationship Managers for complex ERISA Compliance testing issues.
• Assist clients with the preparation of employer contribution allocations and specialized testing.
• Partner closely with Relationship Management and other teams to address higher-level client issues and external auditor requests.
• Serve as a direct contact with plan sponsors and their external auditors to add value and retain clients.
• Lead efforts to improve, develop, and implement training programs and procedures.
• Act as a resource for less experienced staff and complete peer reviews of assigned work.
• Undertake additional project leadership responsibilities.

Requirements

• 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.
• Experience with complex non-discrimination testing, including 401(a)(4), 410(b), and 414(s).
• Excellent problem-solving skills.
• Strong verbal and written communication skills.
• High comfort level with Microsoft Excel.
• Ability to meet stringent deadlines.
• Project Leadership experience.

Skills

• ERISA Compliance testing
• ERISA Compliance reporting
• Non-discrimination testing
• IRS & DOL Code and Regulations
• Microsoft Excel
• Problem-solving
• Verbal communication
• Written communication
• Project Leadership

Location

• On-site

Work Type

• On-site
• Full-time

Experience Level

• 4-7 years

Education Level

• Bachelor’s degree in Accounting, Math or Finance (Preferred)
• ASPPA QKA, QPA or CPC Designation (Preferred)

Salary/Compensations

• Eligible for bonus or incentive opportunities

About the Company

• At Schwab, you’re empowered to make an impact on your career.
• Innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
• 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.