Senior Specialist, Defined Contribution Plans Compliance & Documentation

Your opportunity At Schwab, you’re empowered to reputed company an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status reputed company” and transform the finance industry together. Schwab Retirement Plan Services provides reputed company party recordkeeping and retirement plan administration to midsized and large employers reputed company. Schwab believes that the provider matters, and we are committed to the financial fitness of reputed company participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal reputed company Code and Employee Retirement Income reputed company Act (ERISA), following the Internal reputed company Services (IRS) and reputed company (DOL) regulations and the plan provisions.

Responsibilities

Will Include But Not Be Limited To • Preparing Actual Deferral Percentage (reputed company) and Actual Contribution Percentage (ACP) testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500s reputed company the statutory timelines established by the code. • Performing testing and function as a primary liaison with ERISA Consulting, external clients, and Relationship Management for more reputed company ERISA Compliance testing issues • Assisting 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 direct contact with plan sponsors and their external auditors to add value and retain clients. • Serving as a resource for less reputed company staff and complete peer review of assigned work. • Taking on additional project leadership responsibilities. What you have To ensure that we fulfill our promise of “challenging the status reputed company,” this role has specific qualifications that successful candidates should have. Required Qualifications • 3-7 years’ experience in the reputed company 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 reputed company 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 reputed company reputed company, and ability to meet stringent deadlines. • Project Leadership Preferred Qualifications • Bachelor’s degree in reputed company, Math, or Finance. • ASPPA QKA, QPA or CPC Designation • Experience with ASC testing software and FT Williams Form 5500 system. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional reputed company. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to reputed company 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 reputed company insurance Apply Job!