Charles Schwab Corporation

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Job Locations US-OH-Richfield | US-TX-Austin
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to small, midsized, large employers nationwide. Schwab believes the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure the plans are operated in accordance with the Internal Revenue Code and ERISA, following IRS and DOL regulations and plan provisions.   Our group is responsible for preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500’s within the statutory timelines established by the code. We also assist clients with preparation of allocations of employer contributions and specialized testing. Our department partners closely with the Client Services department to assist with higher level client issues and facilitate external auditor requests.
Requisition ID
2020-64473
Category
Retirement Services
Position Type
Regular
Requisition Post Information* : Post End Date
8/24/2020
Job Locations US-TX-Austin | US-OH-Richfield
Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to small, midsized, large employers nationwide. Schwab believes the provider matters, and we are committed to the financial fitness of all participants and clients. We assist plan sponsors to ensure the plans are operated in accordance with the Internal Revenue Code and ERISA, following IRS and DOL regulations and plan provisions.   Our group is responsible for preparing ADP/ACP testing, Top Heavy testing, Coverage testing, 401(a)(4) Nondiscrimination testing, and Form 5500’s within the statutory timelines established by the code. We also assist clients with preparation of allocations of employer contributions and specialized testing. Our department partners closely with the Client Services department to assist with higher level client issues and facilitate external auditor requests.
Requisition ID
2020-64472
Category
Retirement Services
Position Type
Regular
Requisition Post Information* : Post End Date
8/17/2020
Job Locations US-OH-Richfield
Retirement Business Services’ (RBS) business model is B2B. Our clients are third-party administrators (TPAs), independent record-keepers (IRKs), financial advisors and plan sponsors (companies with retirement plans for their employees). All of these clients have something in common- they service, advise or provide retirement account options and products for companies (or their own employees) that provide retirement benefits to their employees. One critical group inside RBS is our Corporate Brokerage and Retirement Services (CBRS) group who services all RBS retirement accounts on the Broker Dealer platform. This includes such products as our very popular Self Directed Brokerage Option (PCRA), HSA’s (HSBA), SRAP’s and Broker Dealer custody accounts. In RBS and CBRS, we believe that: - Client expectations around simplicity and being easy to do business with are accelerating at a rapid pace. - Great service, delivered every time, all the time, is the only sustainable winning strategy. - Scale matters today, and will matter more and more over time. Service and scale are essential to running our day-to-day business and fueling growth. If those beliefs resonate with you, consider our Sr. Team Manager opportunity. The CBRS Sr. Team Manager will be responsible for a team of Employees, who perform a wide variety of service functions within CBRS. This team is split between our Richfield and Phoenix locations. We are looking for an energetic and enthusiastic leader who is passionate about developing people, and maintaining a culture of positivity and collaboration, while mentoring and encouraging their team to continually elevate the level of service we provide to our clients.
Requisition ID
2020-62769
Category
Retirement Services
Position Type
Regular
Requisition Post Information* : Post End Date
8/21/2020

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