ERISA Retirement Plans, Sr. Specialist

About the role

Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. The ERISA Compliance group handles testing and compliance for these plans.

Responsibilities

• Preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500s within the statutory timelines established by the code.
• Performing testing and acting as a primary liaison with ERISA Consulting, external clients, and Relationship Management for more complex ERISA Compliance testing issues.
• Aiding clients with preparation of allocations of employer contributions and specialized testing.
• Partnering closely with the Relationship Management and other teams to assist with higher level client issues and to assist with external auditor requests.
• Serving as a direct contact with plan sponsors and their external auditors to add value and retain clients.
• Serving as a resource for less experienced staff and completing peer review of assigned work.
• Taking on additional project leadership responsibilities.

Requirements

• 3-7 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, and 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, and ability to meet stringent deadlines.

Preferred Qualifications

• Bachelor’s degree in Accounting, Math, or Finance.
• ASPPA QKA, QPA or CPC Designation.
• Experience with ASC testing software and FT Williams Form 5500 system.

Pay

The salary range for this role is [insert actual salary range here]. This role is eligible for bonus or incentive opportunities.

Schedule

This role is based at Schwab’s offices in Austin, Dallas, Omaha, and Indianapolis.