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Retirement Benefits Analyst — Defined Benefit

Job in Richfield, Hennepin County, Minnesota, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 110000 USD Yearly USD 85000.00 110000.00 YEAR
Job Description & How to Apply Below

Charles Schwab in Richfield, Minnesota is seeking a Defined Benefits Analyst to deliver DB services for self-employed individuals and small businesses. You will prepare and review actuarial reporting, contribution estimates, and plan documents, and respond to client questions with clear guidance.

You will work with clients and advisors, peer-review filings such as Form 5500 and funding notices, and develop participant benefit calculations while applying specialized knowledge to resolve issues

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