Talent.com
Charles Schwab Inc.
ERISA Retirement Plans ManagerCharles Schwab Inc. • Omaha, NE, United States
No longer accepting applications
ERISA Retirement Plans Manager

ERISA Retirement Plans Manager

Charles Schwab Inc. • Omaha, NE, United States
6 days ago
Job type
  • Full-time
Job description

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to midsized and large employers nationwide. Schwab believes that the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure that the plans are operated in accordance with the Internal Revenue Code and ERISA, following the IRS and DOL regulations and the plan provisions.

What you are good at:

  • Preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, Form 5500 and Form 8955-SSA within the statutory timelines established by the code.
  • Performing tests on the largest/most complex plans, and functioning as a primary liaison with ERISA Consulting, external clients and Relationship Managers for more complex ERISA Compliance testing issues
  • Assisting clients with preparation of allocations of employer contributions and specialized testing.
  • Partnering closely with 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.
  • Leading efforts to improve, develop, implement training programs and procedures.
  • Serving as a resource for less experienced 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 quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

  • 4-7 years 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, high comfort level with Microsoft Excel, and ability to meet stringent deadlines
  • Project Leadership

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

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Create a job alert for this search

ERISA Retirement Plans Manager • Omaha, NE, United States

Similar jobs

Operations Manager

U.S. Silica CompanyBlair, NE, United States
Full-time

The Operations Manager is to provide professional leadership and direction to the plant.The Operations Manager is responsible for coordinating the production of the plant, including quality, shippi... Show more

 • Promoted

Manager Nursing ICU

Common Spirit HealthOmaha, NE, United States
Full-time

CommonSpirit Health is building a healthier future for all through its integrated health services.As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit Health del... Show more

 • Promoted

Exercise Plans

B3HOffutt Afb, NE, United States
Full-time

We are seeking a highly experienced Exercise Plans personnel to support the Det 1, 505 CCW at Ft Leavenworth KS in its mission to deliver joint theater environments and world class scenario generat... Show more

 • Promoted

Senior Project Manager - Transmission Routing and Siting

HDRCouncil Bluffs, IA, United States
Full-time +1

Senior Project Manager - Transmission Routing and Siting.At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where ev... Show more

 • Promoted

Industrial Wastewater Project Manager

HDROmaha, NE, United States
Full-time

Industrial Wastewater Project Manager.At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered... Show more

 • Promoted

Site EHS Manager

Cushman & WakefieldBlair, NE, United States
Full-time

C&W Services is the industry leader in cutting-edge maintenance and janitorial programs for facilities ranging corporate office portfolios and manufacturing plants to large public venueskeeping our... Show more

 • Promoted

Memory Care Manager

Serra SOL Memory CareOmaha, NE, United States
Full-time

Memory Care Manager at Astoria Senior Living.Are you passionate about helping seniors thrive? Do you lead with compassion, inspire others, and enjoy making a meaningful difference for individuals w... Show more

 • Promoted

Operations Planner

NavstarOffutt Afb, NE, United States
Full-time

Operations Subject Matter Expert (SME).Position: Operations Subject Matter Expert (SME).Minimum Clearance Required: TS-SCI.Primary Duties/Responsibilities:.Support campaign and operations assessmen... Show more

 • Promoted

Memory Care Manager

Revela at Daniel IslandOmaha, NE, United States
Full-time

Memory Care Manager at Astoria Senior Living.Are you passionate about helping seniors thrive? Do you lead with compassion, inspire others, and enjoy making a meaningful difference for individuals w... Show more

 • Promoted

Sentinel Systems Engineering Manager 2 - Systems Value Stream Le

NavstarBellevue, NE, United States
Full-time

Command Systems - Systems Engineering Value Stream Manager 2.At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the ... Show more

 • Promoted

Project Manager | Healthcare

Northern ImpactOmaha, NE, United States
Full-time

A leading global architecture and engineering firm with over 100 years of legacy is seeking a Project Manager for their Los Angeles, Minneapolis or Omaha office's Healthcare Studio.This established... Show more

 • Promoted

Sentinel Command Systems Node Integration Manager 3 - 18150

Northrop GrummanBellevue, NE, United States
Full-time

Command Systems Node Integration Manager 3.At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and f... Show more

 • Promoted

District Operations Manager, Nebraska

Tidal VisionOmaha, NE, United States
Full-time

District Operations Manager, Nebraska.Cesco Solutions, a Tidal Vision Company.Reports To: CCO / Regional Manager.Location: Omaha, Nebraska (on-site).Salary Range: $90,000- $105,000/yr based on inte... Show more

 • Promoted

Senior Project Manager (Airports)

OlssonOmaha, NE, United States
Full-time

Senior Project Manager (Airports).Des Moines, IA; Fayetteville, AR; Kansas City, MO; Lincoln, NE; Oklahoma City, OK; Omaha, NE; Overland Park, KS; St.We engineer and design solutions that improve t... Show more

 • Promoted

ERISA Retirement Plans, Sr. Specialist

Charles Schwab Inc.Omaha, NE, United States
Full-time

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 togeth... Show more

 • Promoted

County Meter Reader

Meter ReaderMissouri Valley, IA
Full-time

Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used, cleaning of meter boxes, and removal of vegetation impeding access to meters... Show more

 • Promoted

Safety and Health Manager (SHM) | Environmental Management [USACE004009]

ProSidian ConsultingOmaha, NE, United States
Full-time

Safety and Health Manager (SHM) | Environmental Management.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based ... Show more

 • Promoted

Senior Project Manager | Aviation

Northern ImpactOmaha, NE, United States
Full-time

A leading global architecture and engineering firm with over 100 years of legacy is seeking a Senior Project Manager for their Aviation Studio.This established firm specializes in transformative de... Show more

 • Promoted

Sr. Industrial Wastewater Project Manager

HDROmaha, NE, United States
Full-time

Industrial Wastewater Project Manager.At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered... Show more

 • Promoted

Risk Patient Safety Manager

Common Spirit HealthOmaha, NE, United States
Full-time

CommonSpirit Health is building a healthier future for all through its integrated health services.As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit Health del... Show more