Defined Benefits Analyst, Retirement Plan Services

Charles Schwab • Richfield, OH • 13h ago

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.

Defined Benefit (DB) Services provides actuarial and administration services to clients whose objective is to provide an integrated retirement plan experience. The Defined Benefits Analyst will be responsible for preparing, reviewing, and delivering DB services to self-employed individuals and small businesses; producing regular deliverables, handling special requests and responding to prospects' and clients' questions related to the DB plans.

What you will do:

Consult with prospective and ongoing clients and advisors

Prepare and peer review annual actuarial reporting and contribution estimates

Prepare and peer review government forms filings for both ongoing and terminating plans (e.g. Form 5500, Schedule SB, Annual Funding Notice, PBGC Premium, IRS Form 5310, PBGC Form 500)

Develop/review individual participant benefit calculations and distribution paperwork

Prepare and review plan documents, plan amendments, and employer resolutions

Apply specialized knowledge, skills, and experiences within this area of expertise to resolve a wide range of issues and influence others to take action

Employ good judgment in selecting methods to solve problems

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:

Desire to make a significant contribution to the success of Schwab's products

Team mentality, with willingness and ability to contribute at all levels of service delivery

Good oral and written communications skills

Ability to rapidly learn broad range of skills, processes and become a DB subject matter expert

Ability to think differently and to continuously improve the delivery of services

Good organizational skills, shows attention to detail

Computer skills, especially in Microsoft Office and Adobe Acrobat Pro

Degree(s) in Business, Finance, Accounting, or Math or equivalent experience

Preferred Qualifications:

Experience in retirement plan and/or defined benefit services

Current ASPPA designation, or other industry designation that demonstrates relevant retirement plan continuing education.

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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

What's in it for you:

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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