ERISA Retirement Plans Lead — Compliance & Testing

Charles Schwab; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Employee Stock Purchase Plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is hiring in Schwab Retirement Plan Services to provide ERISA compliance testing and reporting for large employer plans, liaising with ERISA Consulting, external clients, and Relationship Managers on complex testing within statutory timelines.

Ideal candidates have 4–7 years in qualified retirement plans, strong Excel, and project leadership abilities, with ASPPA QKA/QPA/CPC designation preferred. Schwab offers a hybrid/work model, competitive benefits, and growth opportunities.

Qualifications

• 4-7 years in the qualified retirement plan industry with ERISA testing experience.
• Thorough knowledge of IRS & DOL Code and Regulations, complex non-discrimination testing (e.g., 401(a)(4), 410(b), 414(s)).
• Excellent problem-solving, written and verbal communication, strong Excel skills, and ability to meet deadlines.
• Project leadership experience and ability to liaise with clients and auditors.

Responsibilities

• Prepare ADP/ACP testing, Top Heavy testing, Coverage testing, Form 5500 and Form 8955-SSA within statutory timelines.
• Lead complex ERISA compliance testing projects and coordinate with ERISA Consulting, clients, and Relationship Managers.
• Assist with allocations of employer contributions and specialized testing.
• Serve as a resource and quality reviewer for junior staff and assign project leadership tasks.

Skills

ERISA testing

Excel

Project leadership

Client liaison

Communication

Education

Bachelor’s degree in Accounting/Finance

ASPPA QKA/QPA/CPC designation

Tools

ASC Testing/5500 software

Job description

Charles Schwab is hiring in Schwab Retirement Plan Services to provide ERISA compliance testing and reporting for large employer plans, liaising with ERISA Consulting, external clients, and Relationship Managers on complex testing within statutory timelines.

Ideal candidates have 4–7 years in qualified retirement plans, strong Excel, and project leadership abilities, with ASPPA QKA/QPA/CPC designation preferred. Schwab offers a hybrid/work model, competitive benefits, and growth opportunities.