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Defined benefits actuarial analyst, retirement plan services at Charles Schwab

Position Defined benefits actuarial analyst, retirement plan services
Posted 06 Apr 2026
Expired 06 May 2026
Company Charles Schwab
Location Richfield | US
Job Type Full Time

Job Description:

Latest job information from Charles Schwab for the position of Defined benefits actuarial analyst, retirement plan services. If the Defined benefits actuarial analyst, retirement plan services vacancy in Richfield matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Charles Schwab for the position of Defined benefits actuarial analyst, retirement plan services below matches your qualifications.

Position Type: RegularWe believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in the specified location(s). Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. What you’ll do: Consult with prospective/ongoing clients and advisors Prepare and peer review annual actuarial reporting and contribution estimates Prepare and peer review 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) Develop/review individual participant benefit calculations and distribution paperwork Prepare and review plan documents, plan amendments, and employer resolutions Apply specialized knowledge, skills, and experiences within this area of expertise to resolve a wide range of issues and influence others to take action Employ good judgment in selecting methods to solve problems Required Qualifications: Desire to make a significant contribution to the success of Schwab's products Team mentality, with willingness and ability to contribute at all levels of service delivery Good oral and written communications skills Ability to rapidly learn broad range of skills, processes and become a DB subject matter expert 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 Degree(s) in Business, Finance, Accounting, or Math or equivalent experience Preferred Qualifications: Experience in retirement plan and/or defined benefit services Current ASPPA designation, or other industry designation that demonstrates relevant retirement plan continuing education. 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

Job Info:

  • Company: Charles Schwab
  • Position: Defined benefits actuarial analyst, retirement plan services
  • Work Location: Richfield
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Defined benefits actuarial analyst, retirement plan services at the office Richfield above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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