Charles Schwab Defined Benefit Analyst in Richfield, Ohio


Richfield - OH, OHRICH, 4150 Kinross Lakes Pkwy, 44286

Christal Lynn Fortunato


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Defined Benefit Services provides actuarial, administration, and participant services to clients whose objective is to provide an integrated retirement plan experience to their employees and a single-provider servicing solution for all of their retirement programs. Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 900 defined contribution, defined benefit, and nonqualified retirement plans.

What you’ll do:

  • Develop contribution calculations and deliver minimum/maximum contribution range to clients

  • Prepare plan documents, review and process new client information and data

  • Communicate with clients, prospective clients and advisors

  • Maintain participant and plan data

  • Prepare individual participant benefit calculations and distribution paperwork

  • Draft sample communications, plan amendments and employer resolutions

  • Prepare annual actuarial reporting and government forms filings (Form 5500,Schedule SB, Summary Annual Report, Annual Funding Notice, PBGC Form 1)

  • Prepare government filings for plan terminations, when requested by clients (IRS Form 5310, PBGC Form 500, related attachments)

What you have:

  • Desire to make a significant contribution to the growth of Schwab's Personal Defined Benefit Plan product

  • Team player mentality, willing and able to contribute at all levels of service delivery

  • Good oral and written communications skills; experience explaining retirement plan information or other complex concepts over the phone to customers and prospects

  • Ability to rapidly learn broad range of skills, processes and DB subject matter

  • 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

  • Willingness to pursue ASPPA designation of QKA, or other relevant retirement plan continuing education

  • Undergraduate degree in Math, Statistics, Actuarial Science, Accounting, or work experience in a related area preferred

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Analyst/Strategy-2-5 yrs, Retirement Services-less than 2yrs, Analyst/Strategy-less than 2 yrs, Retirement Services-2-5 yrs, Brokerage Operations-2-5 yrs, Analyst/Strategy-6+ yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-6+ yrs, Brokerage Operations-6+ yrs, Retirement Services-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs

Position Located In: OH - Richfield

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Thursday, June 14, 2018

Expiration Date: Saturday, July 14, 2018

Apply Here