? (Urgent) Defined Benefits Analyst, Retirement Plan Services
Company: Charles Schwab
Location: Richfield
Posted on: July 15, 2025
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Job Description:
Position Type: Regular 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
Keywords: Charles Schwab, Erie , ? (Urgent) Defined Benefits Analyst, Retirement Plan Services, Accounting, Auditing , Richfield, Pennsylvania
