Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Consultant (RPC)

Qualified Plan Consultants, LLC (QPC)

Qualified Plan Consultants, LLC (QPC) logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

DC Plan Administrator

United Benefit Pensions Inc.
(Melville NY)

United Benefit Pensions Inc. logo

Senior Plan Consultant

Bidwell Consulting Services, Inc.
(Remote / Chico CA)

Bidwell Consulting Services, Inc. logo

Sr Recordkeeping Specialist

BlueStar Retirement Services, Inc

BlueStar Retirement Services, Inc logo

Senior Plan Administrator

PCS Retirement, LLC

PCS Retirement, LLC logo

Compliance Manager

Newfront, formerly ABD Insurance and Financial Services
(Remote / San Mateo CA)

Newfront, formerly ABD Insurance and Financial Services logo

"You Break It, We Fix It" Administrator

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

401(k) Plan Administrator Trainee/Assistant

Southern Pension Services
(Tampa FL)

Southern Pension Services logo

Plan Administrator / Assistant

National Employers Retirement Trust
(Remote / Bethesda MD / DC / PA / VA / WV)

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

Client Relationship Manager

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

Relationship Manager

The Retirement Plan Company (TRPC)/an ABG firm
(Remote / Pacific WA)

The Retirement Plan Company (TRPC)/an ABG firm logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC

PCS Retirement, LLC logo

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

Retirement Plan Administrator

Southern Pension Services
(Remote / Tampa FL)

Southern Pension Services logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Sr. Manager, DC Compliance & Documentation

Charles Schwab

in Austin TX / Richfield OH

Logo for Charles Schwab

Your Opportunity:

Schwab Retirement Plan Services provides third party recordkeeping and retirement plan administration to employers nationwide. We believe the provider matters, and we are committed to sustaining near-perfect service to our clients. The ERISA Compliance Department assists plan sponsors by ensuring their plans are operated in accordance with the Internal Revenue Code and ERISA, following IRS and DOL regulations and plan provisions.

The Senior Team Manager of ERISA Compliance will lead a team of professionals in Austin, TX with responsibility to perform ADP/ACP and other required annual plan testing, preparation of contribution allocations and applicable specialized testing, Form 5500 preparation, and responding to external auditor inquiries.

The Senior Team Manager is a member of a team of experts contributing to strategy, vision, and the continuous improvement of operational efficiency while keeping the client experience top of mind. The department partners with Consulting and Relationship Management teams to resolve issues affecting our clients. The primary servicing locations are in Richfield, OH and Austin, TX.

What you are good at:

  • Leading in a detail-oriented, high volume, deadline-driven environment
  • Building and cultivating cross geography relationships across the firm
  • Developing collaborative solutions to achieve shared outcomes
  • Inspiring and communicating a compelling vision for others to follow
  • Developing people at different stages in their career and professional development
  • Maintaining a balance between quality and efficiency
  • Keeping current on changing industry regulations
  • Identifying and selecting talent that supports evolving needs and continuous improvement
  • Thoughtfully and swiftly resolving high pressure situations with professionalism and transparency

What you have:

  • 8-10 years people leadership (or related) experience with a knowledge emphasis on Compliance Testing, Form 5500 preparation, Internal Revenue Code and Department of Labor regulations
  • Clear written and oral communication skills
  • Strategic, analytical, problem solving, and decision-making skills
  • Customer focus, including the ability to see the customer’s perspective and expectations
  • Follow through on multiple projects simultaneously, prioritizing based on risk/business needs
  • Proactive anticipation and management of project events, issues, and obstacles
  • Business acumen, flexibility, and judgment to evaluate and resolve issues of high complexity
  • Bachelor’s degree in Accounting, Math, or Finance
  • ASPPA QKA, QPA or CPC Designation
  • Experience with ASC testing software and FT Williams Form 5500 software
  • A network in the retirement industry to bring insights and ideas to the leadership team

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference, through the remainder of 2021.*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

How to Apply

Apply Now

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2021, Inc.