Retirement Plans ERISA Compliance, Manager
Company: Charles Schwab
Location: Roanoke
Posted on: February 19, 2026
|
|
|
Job Description:
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. 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. NOTE: This position will have
a start date of April 6th, 2026 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. What’s in it for you 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
Keywords: Charles Schwab, Frisco , Retirement Plans ERISA Compliance, Manager, Accounting, Auditing , Roanoke, Texas
