Hybrid Retirement Plan Document Specialist

American General Life Insurance Company; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health & Wellness

Retirement savings

Employee Assistance Program

Matching donations

Volunteer time off

Paid time off

Job summary

Corebridge Financial in Houston, TX is hiring a Plan Document Administrator to manage documentation, design, and compliance of retirement plans (401(k), 403(b), 457(b)). You’ll draft documents, restatements, and amendments while ensuring IRS and DOL compliance, collaborating with clients to meet needs.

The role requires experience with 403(b)/401(k)/457(b) plans, strong writing skills, and knowledge of IRC/ERISA. Hybrid work in Houston with potential travel.

Qualifications

• 3+ years’ experience with 403(b), 401(k), and 457(b) plans
• Strong understanding of IRC regulations, ERISA, and plan document provisions
• Excellent writing and communications skills
• Experience communicating with plan sponsors, attorneys, and consultants
• Effective candidate who can take charge and deliver results with minimal supervision
• Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe Acrobat
• CPC, QKA, CEBS, TGPC designations preferred

Responsibilities

• Have experience with 403(b), 401(k), and 457(b) plan documents
• Consult clients on plan provisions and administrative complexities, with a focus on the plan sponsor’s objectives and ease in administration
• Create, amend, and restate plan documents & Summary Plan Descriptions (SPDs) to reflect law changes
• Ensure plans meet IRS/DOL, ERISA regulations.
• Provide recommendations to improve customer experiences, effectiveness, and efficiency of the team
• Assist management in collecting data for reporting and representing the team on projects

Skills

Plan documents (403(b)/401(k)/457(b))

Writing & communications

IRS/ERISA regulations

Client communication with sponsors/att

Self-starting, independent

Microsoft Office & Adobe Acrobat

Professional designations preferred

Tools

Microsoft Office

Adobe Acrobat

Job description

Corebridge Financial in Houston, TX is hiring a Plan Document Administrator to manage documentation, design, and compliance of retirement plans (401(k), 403(b), 457(b)). You’ll draft documents, restatements, and amendments while ensuring IRS and DOL compliance, collaborating with clients to meet needs.

The role requires experience with 403(b)/401(k)/457(b) plans, strong writing skills, and knowledge of IRC/ERISA. Hybrid work in Houston with potential travel.