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Retirement Plan Compliance Specialist

1 month ago

Roanoke, Virginia, United States Charles Schwab Full time
Job Title: Retirement Plan Compliance Specialist

At Charles Schwab, we're seeking a highly skilled Retirement Plan Compliance Specialist to join our team. As a key member of our Retirement Plan Services group, you will play a critical role in ensuring the compliance and accuracy of our clients' retirement plans.

Key Responsibilities:
  • Prepare and perform ERISA compliance testing, including ADP/ACP, Top Heavy, Coverage, and 401(a)(4) Nondiscrimination testing.
  • Collaborate with clients, Relationship Managers, and ERISA Consulting to resolve complex ERISA compliance testing issues.
  • Assist clients with the preparation of allocations of employer contributions and specialized testing.
  • Partner 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.
  • Provide guidance and support to less experienced staff and complete peer review of assigned work.
Requirements:
  • 4-7 years of experience 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, and high comfort level with Microsoft Excel.
Preferred Qualifications:
  • Bachelor's degree in Accounting, Math, or Finance.
  • ASPPA QKA, QPA, or CPC Designation.
  • Experience with Actuarial Systems Corporation (ASC) Testing/5500 software.
What We Offer:

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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.