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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in the specified location(s).
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Defined Benefit (DB) Services provides actuarial and administration services to clients whose objective is to provide an integrated retirement plan experience.
What you’ll do:
We are looking for a team member to be primarily responsible for preparing, reviewing and delivering DB services to self-employed individuals and small businesses; producing regular deliverables, handling special requests and responding to prospect/client questions related to the DB plan. Specifically, the person will:
Consult with prospective/ongoing clients and advisorsPrepare and peer review annual actuarial reporting and contribution estimatesPrepare 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 paperworkPrepare and review plan documents, plan amendments, and employer resolutionsApply specialized knowledge, skills, and experiences within this area of expertise to resolve a wide range of issues and influence others to take actionEmploy good judgment in selecting methods to solve problems What you haveTo 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 productsTeam mentality, with willingness and ability to contribute at all levels of service deliveryGood oral and written communications skillsAbility to rapidly learn broad range of skills, processes and become a DB subject matter expertAbility to think differently and to continuously improve the delivery of servicesGood organizational skills, shows attention to detailComputer skills, especially in Microsoft Office and Adobe Acrobat ProDegree(s) in Business, Finance, Accounting, or Math or equivalent experiencePreferred Qualifications:
Experience in retirement plan and/or defined benefit servicesCurrent ASPPA designation, or other industry designation that demonstrates relevant retirement plan continuing education.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 Application FAQsSoftware Powered by iCIMS
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