Retirement Plan Compliance Specialist

4 hours ago


Roanoke, Virginia, United States Charles Schwab Full time

{"h1": "Retirement Plan Compliance Specialist", "p": "At Charles Schwab, we're seeking a skilled Retirement Plan Compliance Specialist to join our team. As a key member of our ERISA Compliance team, you will be responsible for ensuring the accuracy and completeness of retirement plan data, preparing and reviewing compliance reports, and providing expert guidance to clients and internal stakeholders.

Key Responsibilities:

* Prepare and review compliance reports, including ADP/ACP testing, Top Heavy testing, and Form 5500
* Develop and maintain relationships with clients and internal stakeholders to ensure seamless communication and collaboration
* Collaborate with cross-functional teams to identify and implement process improvements
* Stay up-to-date on regulatory changes and ensure compliance with ERISA and IRS regulations

Requirements:

* 4-7 years of experience in the qualified retirement plan industry, with a focus on ERISA Compliance
* Strong analytical and problem-solving skills, with the ability to interpret complex data and regulations
* Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders
* Bachelor's degree in Accounting, Math, or Finance

What We Offer:

* Competitive salary and benefits package
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

If you're a motivated and detail-oriented professional with a passion for retirement plan compliance, we encourage you to apply for this exciting opportunity"}



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