Plan Document Administrator

Corebridge Financial, Inc.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness insurance

Retirement savings with matching contributions

Employee Assistance Program

Volunteer Time Off

At least 24 Paid Time Off (PTO) days

Job summary

Corebridge Financial, Inc. in Houston, Texas seeks a qualified professional with over 3 years of experience in 403(b), 401(k), and 457(b) plans. The chosen candidate will consult clients, create and amend plan documents, and improve customer experiences. A strong understanding of regulations is essential, alongside excellent writing and communication abilities. The role offers a comprehensive benefits package that includes health insurance, a competitive 401(k) plan, and generous paid time off.

Qualifications

• 3+ years’ experience with 403(b), 401(k), and 457(b) plans.
• Experience communicating with plan sponsors, attorneys, and consultants.
• CPC, QKA, CEBS, TGPC designations preferred.

Responsibilities

• Consult clients on plan provisions and administrative complexities.
• Create, amend, and restate plan documents and SPDs.
• Provide recommendations to improve customer experiences.
• Assist management in collecting data for reporting.

Skills

Experience with 403(b), 401(k), and 457(b) plans

Strong understanding of IRC regulations

Excellent writing and communication skills

Proficiency with Microsoft Office applications

Job description

* 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* 3+ years’ experience with 403(b), 401(k), and 457(b) plans* Strong understanding of IRC regulations, ERISA, and plan document provisions, including understanding plan provision implications* 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 preferredAt Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. **Benefit Offerings Include:*** Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.* Employee Assistance Program: Confidential counseling services and resources are available to all employees.* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.**We are an Equal Opportunity Employer** Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.