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ERISA Retirement Plans Lead — Compliance & Testing Expert
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-20
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-20
Job specializations:
-
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
Charles Schwab is seeking an ERISA Compliance professional to perform complex retirement plan testing and reporting for nationwide plans. You will coordinate with ERISA Consulting and clients, prepare Form 5500 filings, and ensure timely deliveries while guiding junior staff.
The role emphasizes collaboration, accuracy, and leadership in a dynamic team within Schwab Retirement Plan Services in Omaha, with on-site expectations and a strong benefits package.
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