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Enrolled Actuary

Charles Schwab

in Richfield OH / TX

Logo for Charles Schwab

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, In­­c. 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 non-qualified retirement plans.

What you’ll do:

We are looking for an Enrolled Actuary to be primarily responsible for preparing, reviewing and delivering DB services to support either our corporate clients or self-employed individuals and small businesses. Specifically, the person will:

  • Consult with prospective / ongoing clients and advisors
  • Prepare, peer review and/or certify annual actuarial reporting and contribution estimates
  • Prepare, peer review and/or certify government forms filings for both ongoing and terminating plans (e.g. Form 5500, Schedule SB, Annual Funding Notice, PBGC Premium, IRS Form 5310, PBGC Form 500)
  • Peer review individual participant benefit calculations and distribution paperwork

What you have:

  • Desire to make a significant contribution to the growth of Schwab's Defined Benefit product
  • Standout colleague 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 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
  • Technical skills, especially in Microsoft Office and Adobe Acrobat Pro
  • Current Enrolled Actuary
  • At least eight years of work experience in retirement plan and/or defined benefit services
  • Degree(s) in Business, Finance, Math, Actuarial Science, or Accounting

How to Apply

Apply Now


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